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Blank Account Fields

Blank Account Fields on QuickLinks Forms

 

Issue: When attempting to create QuickBooks Item Numbers for SI5 products your chart of accounts from QuickBooks is not displaying in the QuickLinks form.
 

missingaccounts.jpg

 
Cause: This is caused by lack of user permissions within QuickBooks.
 
Fix: Your QuickBooks administrator must make the following changes to your user permissions or to your “role” in QuickBooks. If using QuickBooks Pro/Premiere, then you must be granted “Full Access” or "Selective Access" (any of the three options) to “Sensitive Accounting Activities”:
 

File:Si5Wiki/SI5/Support_Solutions/QuickLinks/Blank_Account_Fields/QB_Permissions.jpg

 
If using QuickBooks Enterprise, your “role” must have “Full” access to your Chart of Accounts list in QuickBooks.
 

File:Si5Wiki/SI5/Support_Solutions/QuickLinks/Blank_Account_Fields/QB_Roles.jpg

 
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