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
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