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

Why the Sync Error occurs

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

How to Fix the Sync Error

If you are syncing with QuickBooks closed:

  1. Open QuickBooks as the QuickBooks Administrator with QuickBooks in Single User Mode
  2. Go to Edit > Preferences > Integrated Applications > Company Preferences
  3. Select Bill.com
  4. Click Properties
  5. Select "Admin" in the "Login As field under Allow Access" or "Allow this application to read and modify this company file," depending on the QuickBooks version

If you are attempting to sync with QuickBooks open, close QuickBooks and sync while the software is closed to ensure that the "Login As" user permission (Admin) is used.