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Glad to have you here, @tome.
I want to make sure you're able to connect with your Telpay account and manage your transactions.
For this, you need to have you contact the Telpay support to help with the integration. Since you will be connecting with their program, it us best to contact their support provider. They can assist you with file creations and provide templates you need to import your cheques.
We also have a separate forum called Intuit Developers, where you can find engineers who can help recommend third-party integrations for QuickBooks. Click this link to our website: Intuit Developers Community.
If you have any more concerns about syncing applications with QuickBooks, feel free to post here again. I'll be right here to help you. Have an awesome day!
Hello.
I need help determining which QB permissions a new QB user requires in order to successfully import bill payment from QB into Telpay.
Our company has used Telpay for years to pay employees and vendors. Up until now every Telpay user we set up in our company did both payroll & bill payments, and had no issue importing from QB to Telpay.
Our company has grown and thus we had to seperate these roles. The existing person is doing payroll. The new person AP & thus given AP permissions but obviously no employee payroll permissions. This new user has not been able to successfully import bill payments from QB to Telpay. The user started with AP permissions and we have added persmissions related to Bank Feeds, Cheques, Pay Bills. Anything we felt looked related in any way to paying bills. We continue to be unsuccessful. We have contacted Telpay, who has verified the user is set up correctly to pay bills but not payroll in Telpay. Telpay allows these to be seperate. Telpay instructed us to contact QB for advice on what QB permissions we need to give this user.
Please help!
Hi there. Thanks for chiming in on this thread. In order to get to the bottom of this, I see you benefiting more by contacting our support team outside of the Community. A specialist will be able to assist you further so you're on the right track. You can reach out to our support team by dialing 1-833-317-2226. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies.
Feel free to keep me posted on how you make out. I'll be here in case you need anything else.
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