cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
djeasterbrook
Level 1

how do I add payroll to a client subscription?

A client wants to add payroll to their subscription

1 REPLY 1
EvethC
QuickBooks Team

how do I add payroll to a client subscription?

Hi there. While payroll can be added to the subscription, the action must be performed by the Primary Admin, as they are the only ones with the necessary permissions to manage subscription add-ons.

 

When a client invites you to be their accountant, or you start a company file for them, you can also become their primary admin. This enables you to manage administrative tasks, including permissions and user data management. Navigate to the Gear icon > Subscription and billing >  Client actions dropdown > Add payroll.

image (14).png

 

However, if they are the ones who handle their payroll, follow these steps:

 

  1. In the upper right corner of the screen, navigate to the Gear icon.
  2. Under the Profile column, select Subscriptions and billing.
  3. In the Subscriptions and billing window, click Discover More.
  4. Scroll down to the QuickBooks Payroll section, then hit Find out more.
  5. This will open a new tab. Scroll down to the payroll plans and pricing to select the best subscription for your business needs.
  6. Follow onscreen instructions.

 

Please let us know if you need further assistance with this or any other features. Happy to help anytime!

Need to get in touch?

Contact us