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Quickbooks Desktop "permission levels" error when exporting

RdavidsonTHC
RdavidsonTHC Expensify Customer Posts: 1
edited April 2020 in Integrations and API

Hi, I'm getting this error, how can I fix it?

Answers

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin Posts: 878 Expensify Team
    edited April 2020

    Hi @RdavidsonTHC Welcome to the Expensify Community!

    This looks to be an issue with your Quickbooks permissions.

    To reset the permissions for your QuickBooks Desktop connection, first sign into QuickBooks as an Admin in single-user mode and go to Edit > Preferences > Integrated Applications > Company Preferences. From there, remove any instance of "Expensify Sync Manager" that you see listed. Save this change and click "Ok" to close the dialog box.

    Next, try sync your policy again in Expensify. You'll be prompted to re-authorise the connection in QuickBooks.

    • Click "Yes, always; allow access even if QuickBooks is not running."
    • Select the Admin user from the dropdown then click "Continue." Selecting "Admin" does not mean you will always need to be logged in as an admin to use the connection. This is just required to create the connection.
    • Click "Done" on the pop up and navigate back to Expensify where your policy should finish syncing.

    Let me know if I can help with anything further!