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Sharon-AKB
Level 1

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

 
15 Comments 15
AlexV
QuickBooks Team

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

I hope you're doing pretty well, Sharon-AKB.

 

I'm here to show you how to add your clients under your payroll subscription. We'll have to ad first the client's EIN to your subscription. These are the steps to follow:

  1. Go to Employees > Payroll Use My Existing Payroll Service.
  2. Under Identify Subscription, choose Use Subscription Number xxxxxxx (Payroll Subscription Version). You can select Other: I have an existing subscription and a Zip Code. Then, enter your information.
  3. Click Open, then select Next.
  4. Select Next to add the company EIN. Select Print or Return to QuickBooks Desktop

Once done, let's verify the Service Key. Go to the Employees > My Payroll Service > Manage Service Keys. Make sure that you can see the Active status when clicking View.

 

I've added these articles if you need a reference:

Click on the Reply button and post a comment if you need anything else. Have a great day!

tamilligan
Level 2

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

How do I get a listing of clients that are already under my enhanced payroll subscription?  I cannot find a list so I can even figure out if I am close to 50?

Jovychris_A
Moderator

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

Thanks for posting to the Community, @tamilligan.

 

You can log in to your CAMPS account maintenance page to get the listing of clients under your enhanced payroll subscription.

 

For more details, you can check this video and articles:

Please let me know if you need further assistance. I'll keep my notifications open. Have a good one!

tamilligan
Level 2

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

Well I've logged into camps fine. But dont see manage accounts or account maintenance and still don't see where I can get a list of clients under my subscription...the video does not include what I'm looking for.  Thanks 

AileneA
QuickBooks Team

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

Hi there, @tamilligan

 

That's perfect that you'll be able to log in smoothly in CAMPS. I am here to help you sort it out on how to view the client list under your payroll. To access the EIN management tool, log in to Account Maintenance (from the Employees menu, select My Payroll Service, and then hit Account/Billing Information). 

 

The Service Information section displays the number of EINs allowed with the payroll subscription. If there are multiple EINs, the Service Information section will also indicate the total number of EINs currently active on that payroll subscription. 

 

client.PNG

 

You can check out this video on how to manage your QuickBooks Desktop account with CAMPs.   

 

Additionally, you can refer to this article to manage your subscription and services: Manage your QuickBooks Desktop subscriptions and services.

 

That's it. I'll be on a lookout for any additional questions concerning your QuickBooks account. Wishing you all the best. Take care!

Barroness
Level 1

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

i also tried all of that.. have No idea how to access the list of EIN's on my enhanced payroll ... i have done it previously, but links have been deleted or are not the same. someone hacked my account and now a business i do not know has use of my payroll. can you give Step by Step on how to do this because obviously, I am not the only one having trouble with this. 

thanks

SarahannC
Moderator

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

Hello there, Barroness.

 

I can see how important and helpful to get the complete steps on how to access the list of EIN's. You can log in to CAMPS to access the list of EIN's on your Enhanced payroll. Let me show you how:

 

  1. Go to camps.intuit.com
  2. Sign in with your Intuit Account info. 
  3. If you see multiple products to choose from, select your product to go to CAMPs.

 

For additional assistance, please give us a call any you need help. Here's how:u

 

  1. Go to this link: What can we help you with?
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks edition.
  4. Click Continue.

 

For additional details, you can explore these articles:

 

 

Visit again if you have other questions. Take care always.

Barroness
Level 1

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

thanks.. that did not help me at all! I sign into my Camps... i sign into my Product and can NEVER see where to get Payroll information on my clients.. who is using my Pro Advisor Enhanced Payroll ... that was the exact same answer given above.. and that is not a step by step. 

I called tech support and someone was added to my Payroll Subscription. this is NOT how to view EIN's associated with my Payroll Subscription. 

thanks lets try again with someone who is familiar with this problem? 

I need to know how to get a LIST of EIN's who are using my Enhanced Payroll for Accountants.. thanks!!

Rubielyn_J
QuickBooks Team

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

I got your back to help you see a list of EIN's in QuickBooks Desktop, @Barroness.

 

Let's proceed to the QuickBooks Payroll Account Maintenace page and click the Remove EIN link to show all active EINs in your payroll service. 

 

Here's how:

 

  1. In QuickBooks, go to the Employees menu.
  2. Choose My Payroll Service and then select Account/Billing Info.
  3. Log in with your Intuit User ID and password.
  4. In the Service Information section of the QuickBooks Payroll Account Maintenance page, click the Remove EINs link.

    ein.PNG

  5. Write down all the EIN's from your subscription.
  6. Once done, click Cancel.


ein1.PNG

Another option is to contact us directly. This way we can export the list of EINs from our system and later send it to you.

 

If you want to input an EIN to a QuickBooks Desktop Payroll subscription, please refer to this article for more details: Add an EIN to existing Payroll Subscription.

 

I'm also adding this resource to help manage your QuickBooks Desktop account and services in one place.

 

Let me know if you need further assistance getting your EINs in QuickBooks. I'll be around to assist you always. Hoping for you and your business's continued success. 

dso0216
Level 6

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

The client was under another accountants enhanced payroll subscription.  That accountant retired and cancelled the subscription.  Now I need to move the client under my ProAdvisor enhanced payroll for accountants  .I've been trying to add a client to my enhanced payroll for Accountants subscription for hours.  None of the articles I've read have helped.  I am a ProAdvisor and have been since the 90's.  I have been doing payroll for clients through QDT for almost as long.  I don't ever remember it being this difficult.  Please just tell me what the heck I need to do! 

 

JonpriL
Moderator

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

Let me make it up to you, @dso0216.

 

Before we can accomplish your goal for today, can you tell me more about your post upon joining this thread? Saying you haven't been able to add your client to the payroll subscription, have you received an error message?

 

Keep me updated in the comments below. Hope to hear from you soon. Take care and stay safe!

Rita177
Level 1

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

how do I get a list of clients on my desktop enhanced accountants payroll subscription?

jamespaul
Moderator

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

Hello, Rita. 

 

I'd like to clarify some information about getting a clients list in QuickBooks Desktop. 

 

You can only manage and check the EINs under your payroll subscription. We're unable to get a list of your clients within QuickBooks Desktop. 

 

I would recommend contacting our agents if you need help with your clients list. They have the tools to get the client list and give more details about each of them. Here's how to contact them: 

 

  1. Press the F1 key to bring up the Help window. 
  2. Click the Contact Us button.
  3. When asked, enter something like "Request client list under my payroll subscription."
  4. Hit Continue
  5. Select either the chat or phone option.

 

If you need to manage the EINs under your subscription, you can follow the steps given by Rubielyn_J (click this username for the permalink to her response). 

 

For more details about managing the companies under your payroll subscription, you can check this article: Managing payroll subscriptions for multiple companies.

 

Need to verify, check and review your payroll totals from your clients' employees? You can run a payroll summary report for the data. Check this article out if you need a guide: Create a payroll summary report.

 

I've got you covered if you have more questions about your payroll service. Do you need to take care of your clients' transactions and data as well? Please let me know the details and I'll help you out. 

 

Rita177
Level 1

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

whats the answer to Tamilligan question of how do I know how many clients are on my enhanced payroll subscription

ShiellaGraceA
QuickBooks Team

How do I manage the clients under my Quickbooks desktop enhanced accountants payroll subscription?

Thanks for joining us here, @Rita177.

 

I can guide you through where you can view your client's lists. You'll want to sign in to the Account Maintenance page to see them. Let me guide you how:

 

  1. Go to Employees at the top.
  2. Select My Payroll Service.
  3. Click Account/Billing Information.

 

 

 

 

Under Service Information, you'll see your Total # of EINs (refer to @AileneA's screenshot above). From there, you can identify your client's through their company EIN.

 

For more information about managing your account, check out this video: Manage your QuickBooks Desktop account with CAMPs.

 

In case you need help with other payroll-related tasks, browse this link. It has our general payroll topics with articles: View all help for QuickBooks Desktop Payroll.

 

Please let me know if there's anything else you need help or with payroll subscription. I'm always here for you. Take care and have a nice day ahead.

 

 

 

 

 

 

 

 

 

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