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csacs100
Level 3

Advanced payroll - User management Controls

I am currently assessing Advanced Payroll to see if I want to bring payroll in-house and am trying to understand the system control elements within Advanced Payroll.

 

I have set everything up and am reasonably comfortable with the way the system works. I now want to give access to the person who will do the weekly payroll processing. I want this person to be able to create a New Pay Run and amend the Pay Run as necessary, but I do not want this person to be able to change any of the Payroll settings.

 

I have read the user management section of the guide, but that does not clearly state what controls I can put in place. Restricted users seem to be restricted in terms of which staff/location/reports etc. they can see which is fine, but I want to restrict what can be done in terms of managing and running the payroll settings, pay rates etc. and the current Restricted user doesn't appear to cater for that.

 

 Are there any controls that cater for what I need or does any individual involved in running the payroll have to effectively have administrator access? 

 

Thanks

 

 

Solved
Best answer May 23, 2021

Accepted Solutions
RCV
QuickBooks Team
QuickBooks Team

Advanced payroll - User management Controls

Providing the best experience with the product is what we aim for, userjharnakaram. 

 

The option for the users to run weekly pay run only is unavailable in QuickBooks Online (QBO). Once we set the user access to the Payroll Acess option, they can also adjust the Payroll settings. However, we have the Time tracking only option where employees can add their own timesheets. If this is what you need, just follow the steps below:

  1. Click the Gear icon on the top menu.
  2. Choose Manage users.
  3. Tap Add user.
  4. Select Time tracking only. Then Next.
  5. Choose their name from the employee and supplier list. Then, Next.
  6. Enter their contact info.
  7. Press Save.

 

To learn more about the different options for user and access permissions, see the User roles and access rights in QuickBooks Online article. To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

Feel free to visit our User management page for more insights about adding and managing your Intuit product users.

 

I'm just one reply away if you need a hand with running your financial reports or any QucikBooks Online related. I'll be here to ensure your success. You have a good one. 

View solution in original post

4 REPLIES 4
GlinetteC
Moderator

Advanced payroll - User management Controls

I can help share some insights about user access rights in QBO, csacs100.

 

In QuickBooks, the only users who can access payroll info and reports are the primary admin, company admin, or accountant user. Please be reminded that standard users can work with customers, suppliers, and expenses, but they're unable to see your company payroll.

 

To learn more about the different options for user and access permissions, please check this link: User roles and access rights in QuickBooks Online.

 

Need more help with user management? You can check our articles for guides and details how

 

I'm always here if you need more help in managing your users in QBO.

csacs100
Level 3

Advanced payroll - User management Controls

Thank you Glinette,

 

My question was specifically related to User control within Advanced Payroll. I want to give a user access to run the weekly pay run, but not adjust Payroll settings. Unfortunately your response was more focused on Quickbooks online. 

RCV
QuickBooks Team
QuickBooks Team

Advanced payroll - User management Controls

Providing the best experience with the product is what we aim for, userjharnakaram. 

 

The option for the users to run weekly pay run only is unavailable in QuickBooks Online (QBO). Once we set the user access to the Payroll Acess option, they can also adjust the Payroll settings. However, we have the Time tracking only option where employees can add their own timesheets. If this is what you need, just follow the steps below:

  1. Click the Gear icon on the top menu.
  2. Choose Manage users.
  3. Tap Add user.
  4. Select Time tracking only. Then Next.
  5. Choose their name from the employee and supplier list. Then, Next.
  6. Enter their contact info.
  7. Press Save.

 

To learn more about the different options for user and access permissions, see the User roles and access rights in QuickBooks Online article. To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

Feel free to visit our User management page for more insights about adding and managing your Intuit product users.

 

I'm just one reply away if you need a hand with running your financial reports or any QucikBooks Online related. I'll be here to ensure your success. You have a good one. 

csacs100
Level 3

Advanced payroll - User management Controls

Thank you RCV.

 

I believe your answer to be correct given the documentation and help articles that I have read, but I do not understand why Quickbooks, both Online and Payroll, don't have customisable user access settings.

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