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.
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