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Level 1

Can I set up a payroll only client on Accountant package?

 
1 REPLY 1
QuickBooks Team

Can I set up a payroll only client on Accountant package?

Yes, you can @kelsey8.

 

QuickBooks Online for Accountant allows you to choose an option you want for your client. Let me walk you through how.

 

  1. Go to Clients menu, then Add client.
  2. Select if your client is a Business or Individual and then enter their business info.
  3. On the QuickBooks subscription, choose Payroll Only.
  4. Choose Add payroll if your customer needs a payroll subscription.

  5. Click the checkbox if you want to be the master admin of the QuickBooks file. 
  6. Hit Save.

Please see this article for more information about adding a new client in QuickBooks Online Accountant.

You can also check this handy article about managing your clients in QuickBooks Online Accountant for additional reference.

 

Should you have other questions or concerns, please let me know in the comment section below. I'd be sure to jump in as soon as I can. Thanks for joining us and have a wonderful day.