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You do not have permission to perform this action when attaching documents to a customer or vendor

When you try to attach documents to a vendor or customer transaction, you may see one of the following messages:

  • You do not have permission to perform this action. Ask your QuickBooks administrator to grant you this permission.
  • You need [Access for user] permission to perform this action. Ask your QuickBooks administrator to grant you this permission.
  • You need [Area Access Level] access under [Areas and Activities] to perform this action. Ask your QuickBooks administrator to grant you this permission.
How to fix it

Verify user's permissions:

 

 

KB ID# SLN74159
12/10/2016 10:25:46 AM
PPRDQSSWS403 9138 Pro 2017 520149