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KB Home / Accounts Production / Unable to connect to FreeAgent – Unable to fetch trial balance

Unable to connect to FreeAgent – Unable to fetch trial balance

Article ID: 2868
Last updated: 12 Dec, 2018

When connecting to FreeAgent in Accounts Production, users may see Unable to fetch TrialBalance, Error: An error has occurred – please contact support if this error persists’ message.

This error occurs if a user has not been set with the correct permissions within FreeAgent. Users will need to have permissions 7 (Tax, Accounting & users) or 8 (Full access) to be able to import into TaxCalc.

How to change permissions in FreeAgent?

Please contact the FreeAgent Support team to assist you with changing the users permissions.

Article ID: 2868
Last updated: 12 Dec, 2018
Revision: 2
Views: 352
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