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Troubleshooting “Permission Denied” Errors During Settlement Posting to QuickBooks Desktop

This article helps Webgility Desktop users resolve the "Permission Denied" error that can occur when posting settlement reports to QuickBooks Desktop. The error is typically caused by expired sessions or authentication issues, and can often be resolved by re-logging into Webgility and reconnecting to QuickBooks Desktop. The article also highlights that separate issues such as deleted items in QuickBooks may require additional troubleshooting.

Overview

If you're encountering a “Permission Denied” error when trying to post settlement reports from Webgility Desktop to QuickBooks, it’s often related to login sessions or permissions. Here’s a step-by-step guide to help you resolve this quickly.

When This Happens

You may see the error during the settlement report posting stage, often after being logged in for an extended period or if there have been changes in your QuickBooks user access.

How to Resolve It

1. Confirm the Error

Make note of:

  • The exact error message.

  • When does it happen (e.g., only during posting?).

  • Any recent changes to your Webgility or QuickBooks credentials?

2. Log Out and Reconnect

To clear out any expired sessions or permission glitches:

  • Fully log out of Webgility Desktop.

  • Close QuickBooks and any related background processes. Then re-login to QuickBooks with the admin user and switch to single-user mode.

  • Reopen Webgility and log back in.

  • Reattempt the settlement report posting.

This alone often clears the issue.

3. Verify Success

Once you're logged back in:

  • Try posting the settlement report again.

  • If it goes through successfully, you're all set!

4. What If You See a Different Error?

If you encounter a new message like “Item deleted in QuickBooks,” this likely means an item referenced in the report was removed from QuickBooks. You’ll need to:

  • Identify the deleted item.

  • Recreate or remap it in QuickBooks.

  • Retry the posting.

Tips to Avoid Future Errors

  • Make sure your QuickBooks and Webgility sessions are fresh before syncing.

  • Avoid multiple users posting from different logins simultaneously.

  • Keep user permissions consistent across platforms.

By following the steps above, you should be able to post your settlement reports to QuickBooks without running into permission-related issues.