Manage users in QuickBooks Online Bureau Dashboard
by Intuit• Updated 6 months ago
In this article, we're going to talk about the two different types of users in the QuickBooks Online Bureau Payroll Dashboard.
- Bureau Managers manage a team of payroll processors and can add new users
- Payroll Processors processes the payroll for particular clients, with limited permissions
All Payroll Bureau Users MUST be either Primary Admin or a Company Admin User in QuickBooks Online Accountant
Getting Started
When adding Bureau Payroll licenses to QuickBooks Online Accountant, only the Primary Admin has access to these client licenses. The Primary Admin must allocate which users, who must be Company Admins, will have access to those clients in QuickBooks Online Accountant.
NOTE: Company Admins have visibility into the firms own books in QuickBooks Online Accountant.
The first user to access Bureau Payroll, who must be a Primary or Company Admin User in QuickBooks Online Accountant, will become the Bureau Manager. If you want to give a user access to specific clients, this must be done in both QuickBooks Online Accountant by the Primary Admin and in Bureau Payroll by a Payroll Bureau Manager.
There are two types of users: Payroll Processors and Bureau Managers.
Payroll Processors
- Are responsible for running pay runs in a business but don't have admin access.
- Can see the bureau activity feed and create workflows and business templates.
- Can't add other users to the bureau or business view without explicit access.
- Can access the business payroll file when added to the bureau dashboard.
- Don't have access to manage users.
Bureau Managers
- Have access to all brands and businesses.
- Can manage user access and can add both other bureau admins and payroll processors.
Adding & Managing Users
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