Insufficient permission level to perform this action


If you log into QB, the web connector runs with your permissions. If you lack permissions to create orders, then the web connector will fail.


Login as Admin

Open your QB company file. Login as Admin. Run your web connector.

Close QB

Close QuickBooks and run your web connector. When the QB is closed, the web connector logs in to QB as the admin. To confirm the user, follow these steps:

  1. In QB, go to edit and click preferences.
  2. Click integrated applications.
  3. Next to Connex, click properties.
  4. Check allow this application to login and access this company automatically.
  5. Click allow this application to login automatically.
  6. Choose admin: 

Give User Permissions

Here are the steps:

  1. Go to company.
  2. Click users and click users and roles.
  3. Next to your user, click edit.
  4. Add full access to the role: 

I am building assemblies and I get the insufficient permissions error. What do I need to change?

Here are the steps:

  1. In QB, go to company and click users.
  2. Click set up users and roles.
  3. Find the role for your user.
  4. Click items.
  5. Give modify permissions: 



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