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Customer Payment Creation Failed: [Insufficient permission level to perform this action]

This article helps Webgility Desktop users understand and resolve the error message “Customer Payment Creation Failed: [Insufficient permission level to perform this action]” in QuickBooks Desktop. This error occurs when the QuickBooks user attempting to create or process customer payments does not have the required permissions. It commonly appears when user roles are restricted, when administrative access is limited, or when the QuickBooks certificate used by Webgility Desktop is not properly authorized. Because QuickBooks controls access at the user-role level, insufficient permissions can prevent Webgility Desktop from posting customer payments or completing related transactions. The article guides users through checking and updating QuickBooks user permissions, ensuring proper administrative rights, regenerating the QuickBooks certificate for Webgility Desktop, and then retrying the posting process to resolve the issue.

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.
  • Once done then try to post the order again.

By addressing these potential causes, you should be able to post the orders as well as resolve the "Insufficient permission level" error and resume processing customer payments.