Insufficient Permissions
To resolve the following error after an API request:
[QuickBooks Desktop] [Error] Insufficient permission level to perform this action.
Step 1: Determine the User for the Integration Application
- From the homepage, select Edit → Preferences:
- Navigate to Integrated Applications → Company Preferences:
- Select the Application (e.g. Agave Demo), then Properties. The user for the Integrated Application will appear under Login as:.
- You can either change the Integrated Application's Login to a User with more permissions, or update the permissions for the Role associated with the User (see Step 2 below).
Step 2: Update Permissions for Integrated Application User’s Role
- From the Home Page, select Company → Users → Set Up Users and Roles...:
- Select the User from the list to see which Roles have been assigned to it:
- You can either change to role for the User to a Role with more permissions (e.g. “Full Access”), or alternatively update the Role’s permissions. To see and change a Role’s permissions, select the Role List tab. Then select the User’s Role and press Edit.
- In the directory, navigate to the relevant data object you would like to enable access to. For example, the below enables access to viewing, creating, updating, and deleting Estimates:
- Once you have selected an option, select OK, then Close. Your User should now have the appropriate permissions and you should no longer encounter the "Insufficient Permissions" error.