Cause of the error:
The user logged in to QuickBooks does not have enough permission to modify the transactions.
The "Customer Payment Creation Failed: [Insufficient permission level to perform this action]" error in QuickBooks Desktop generally occurs when a user does not have the necessary permissions to create or process customer payments.
Factors that can cause this error:
1. User Role Permissions
QuickBooks Desktop allows administrators to set specific permissions for users depending on their roles (e.g., Accountant, Sales, or Standard Users). If the user trying to create the customer payment needs to have the appropriate permissions assigned for managing payments, they will encounter this error.
Solution: An administrator should check and update the user's role permissions to resolve this. To do this:
Go to Company, then click Set Up Users and Passwords, and go to Set Up Users.
Select the user account and then choose Edit.
Ensure that the user has sufficient permissions to Create Customer Payments, Receive Payments, or any other related payment permissions.
2. Admin Access Restrictions:
In some cases, even if a user is an admin, certain administrative actions might still be restricted due to advanced settings or limitations applied to specific areas of QuickBooks.
Solution: Confirm that the user has full administrative rights, including the ability to process payments. If in doubt, check the settings in the User Roles section and adjust permissions accordingly.
Ensure by selecting Switch to Multi-User Mode or Switch to Single-User Mode.
3. Regenerate the QuickBooks certificate
Regenerate the QuickBooks certificate using this link
Ensure that the Webgility certificate has the admin user assigned.
By addressing these potential causes, you should be able to resolve the "Insufficient permission level" error and resume processing customer payments.