What Role Access requirements are necessary to import checks using an IIF file? Our user used to be able to import without issue until we upgraded to v19. Now we receive errors such as "The record at (or starting at) this line could not be imported. Insufficient permission level to perform this action. ". Full Import permissions are granted under File as well as full access under Banking - Checks & Banking - Bank Registers. When I granted this user Full Access Role, she could import without issue. Just can't find the one (or more) boxes that still require checking without full access rights.
Hello there, @JSF-Mark.
You've got me here to help you get past the errors that you encounter upon importing your checks using an .IIF file.
When running a Financial Exchange you'll need to make sure that both software is running as admin to prevent errors.
To do that:
To give you more details about fixing issues during the financial exchange, please check out these links:
Also, in providing permissions to your users all you have to do is Users section on your QuickBooks and modify their access.
Here are some great references that you can visit for more insights:
If you need further assistance with this procedure, I'd suggest reaching out to our Customer Care Team. They have an advanced tool that can guide you through the process.
I'm just a post away should you need anything else with this concern. I'll be around to help. Have a great day!
Generally you have to be logged into QB as the Admin user.
This may help: QuickBooks 2019 IIF Import Changes and Recommendations
Change properties to run as Administrator did not work. We still received the "[ERROR] The record at (or starting at) this line could not be imported. Insufficient permission level to perform this action. " message.
Thanks for getting back to us, @JSF-Mark.
This error message typically comes up when someone doesn’t have full access to QuickBooks. I recommend giving that specific user permission similar to the Admin.
Once done, follow the steps my colleague shared and run both software (QuickBooks and Financial Exchange) as admin. The articles referenced above have more information.
If you continue to get the same result, I suggest giving our Customer Care Team a call for further assistance. They have tools capable of pulling up your account in a secure environment and verify the root cause to apply a permanent fix.
Click on this link to contact phone support: https://quickbooks.intuit.com/community/Getting-Started/Contact-the-QuickBooks-Desktop-Customer-Supp....
That should do it. Please let me know if this works out for you or how the call goes. I’m always here to help. Have a good one!