QuickBooks Desktop Minimum User Permissions

Problem

The user is receiving an error indicating "insufficient permissions".

Solution

Create a user role in QuickBooks with the permissions listed below:

View Only

• Class List
• Customer Message List
• Customer Type List
• Job Type List
• Payment Method List
• Ship Via List
• Terms List
• Item List
• Sales Code Tax List

View, Create, Modify

• Deposits
• Invoices
• Receive Payments
• Sales Receipts
• Statement Charges

View, Create, Modify, View Balance

• Customer Center