When I import the iif file of Intuit payroll into my desktop version, the paychecks are actually checks and not paychecks under each employee. Because of this, all users have access to see payroll check data. Is there any work arounds that would enable me to keep the payroll data from being accessed by users that have zero sensitive access? Thank you,
Aside from removing the Payroll access, you can also remove the Banking access from the user. This prevents them from viewing the checks imported into Quickbooks.
Here’s how to edit a user’s access:
For additional information, please check this article: https://quickbooks.intuit.com/community/Getting-Started/QuickBooks-Desktop-Users-and-Restrictions/m-...
Please feel free to post again if you have other questions about Quickbooks.
Unfortunately this is in QB2018 not enterprise. I have removed all access except transaction entry and the user can still click on Employees on the homepage and see the transactions.
Thank you for your help
Hi there, texasbeancounter.
Allow me to chime in. Let me share some insights about the converted payroll checks and get your concern resolved.
All imported paychecks from your Intuit payroll will be converted as checks (also known as permitted non-payroll transactions) in QuickBooks Desktop regardless of restricting a user to banking access.
As a workaround, I suggest deleting those paychecks and recording them as a prior payroll affecting bank account.
Let's delete these checks first. Here's how:
If you have the Accountant version of QuickBooks, you can check out this article to delete transactions by batch: Batch Delete/Void Transactions.
Then, follow these steps to record historical payroll data:
Follow these steps to enter prior payroll for each employee. Once you're done, just click on Next until Finish.
You can refer to this article for further guidance: Enter historical payroll data
From there, your user won't be able to see the historical payroll data you've entered in QuickBooks.
Please let me know if you have further questions about the process. I'm always glad to help. Take care.