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Small and medium business | Business Central, N...
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Quickbooks migration assisted setup

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Posted on by 132

I am running into issues with the assited setup in Business Central for quickbooks. When I get to the end I am getting an error that states I don't have the permission to create or run schedule tasks. What permissions am I missing or what am I missing on the setup.  I have given myself every permission and still get the error. Please someone help me, this is my first Quickbooks migration and it seems simple but what a headache. 

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  • Verified answer
    Andy Sather Profile Picture
    on at

    Hello Candace - Are you logged in as a Delegated Admin?  That error seems to be around that type of permission.  Can you log into BC as a Super user (that has a full license) and see if you continue to have the permission issue?

  • CBurgess3537 Profile Picture
    132 on at

    Andy,

    Why is this, it make it harder for Partners to support client installs. How can we fix this?

  • Andy Sather Profile Picture
    on at

    Hello Candace - This is actually by design.

    ===

    docs.microsoft.com/.../delegated-admin

    Restricted access to Business Central as delegated administrator

    When you sign in to your customers' Business Central as the delegated administrator from the Business Central administration center, you have access to all areas of their Business Central. However, because you are not registered as a regular user, there are certain tasks that you cannot do.

    The following tasks are not available to the delegated administrator:

    Set up jobs to run as scheduled tasks in the job queue

    Use the Edit in Excel action or interact with Business Central data in Excel using the Business Central add-in for Excel.

    You can still use the Open in Excel action to view data in Excel.

    Use the Invite External Accountant assisted setup guide

    Instead, you can add the external user in the Azure portal and assign this user the External Accountant license.

    Change the experience to Premium

    Use the Cloud Migration Setup assisted setup guide to migrate data from Business Central on-premises to Business Central online

    Instead, a user who is assigned the SUPER permission set in Business Central can run the assisted setup guide.

    Access a web service by using a Web Service Access key.

    ===

    I would suggest entering in a Product suggestion to have this added

    experience.dynamics.com/.../

  • Community Member Profile Picture
    on at

    The QuickBooks Data Migration extension is installed and ready to go as an integrated part of the Data Migration assisted setup guide. If you are ready to get started now, and have exported your data from QuickBooks, choose the Lightbulb that opens the Tell Me feature icon, enter Assisted Setup, and then choose the related link. Choose Migrate business data, and then follow the steps in the guide.

    To Know more, visit Apps4Rent.

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