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Frequent Contributor *

Accountant Access to Payroll

My accountant has access to QBO but is unable to access Payroll. How do I give her this access?

6 REPLIES 6
QuickBooks Team

Re: Accountant Access to Payroll


Hey JohnatYoungEngineers

 

Could you check within the Manage Users section and confirm if you have added the accountant into the accountant section, or as a regular user?

 

 

Frequent Contributor *

Re: Accountant Access to Payroll

She is an active user in the Accountant section. Are yu suggesting that she be registered as a normal user? I have no objections to doing that.

QuickBooks Team

Re: Accountant Access to Payroll

No, she should be able to see everything in that case. Any accountant user, should have access to the payroll.

 

Can you confirm your surname for me, John; i think i may have your account information off the "Young Engineers" bit - i can check what has been set up from my end. - If you'd prefer privacy, you can Direct Message or Private Message us on Twitter @QuickBooksUK or facebook (same tag) and we can continue this conversation there.

Frequent Contributor *

Re: Accountant Access to Payroll

Does her access depend on her having any particular level of QBO or should she be able to access payroll with the same level of QBO as I have?

 

John Doonan

QuickBooks Team

Re: Accountant Access to Payroll

Hey John,

 

There are two sections, the Users section, where you can have a time tracking, custom, regular users & company administrators and one master admin.

 

Under the accountant section; they are by default able to see the payroll. Company Administrators and Master Admin users can also see the payroll.

 

I'm going to email you from your account, with account specific information.

Frequent Contributor *

Re: Accountant Access to Payroll

I must apologise. This was a false alarm. Our payroll is called Payroll 17/18 and the accountant understandably assumed that that is exactly what it contained. In fact it is our current payroll, which I intend renaming! So my apologies for wasting your time.


@JamesC wrote:

Hey John,

 

There are two sections, the Users section, where you can have a time tracking, custom, regular users & company administrators and one master admin.

 

Under the accountant section; they are by default able to see the payroll. Company Administrators and Master Admin users can also see the payroll.

 

I'm going to email you from your account, with account specific information.