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QuickBooks for Windows Sync Error: Insufficient permission level to perform this action

Error

Insufficient permission level to perform this action.

Explanation

The user syncing doesn't have access to the Trial Balance. When you sync with QuickBooks open, the permissions for the user logged into QuickBooks are used. When you sync with QuickBooks closed, the permissions for the user listed in QuickBooks Integrated Application preferences are used.

Solution

If you are syncing with QuickBooks closed:

  1. Open QuickBooks (QB) as the QB Admin with QB in Single User Mode
  2. Go to Edit >Preferences >Integrated Applications >Company Preferences
  3. Select Bill.com and click Properties
  4. Select "Admin" In the Login As field under Allow Access, so that the sync will run with these permissions or "Allow this application to read and modify this company file" depending on your QB version

If you are syncing with QB open, close QB and then sync with it closed, so that the "Login As" user permissions (Admin) are used.

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