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Level 1

Standard user cannot "schedule payments" for accounts payable

Good morning,


We have a standard user set up with no access to banking information as the owner's request.  This employee goes over AP aging each week with the owner and has the ability to cut checks.  Now that QBO has "schedule payments" - we want her to to do that so she limits the checks that are written.  But she doesn't seem to have access to do so.  Can someone help me figure it out so she can without seeing our banking information?  Thanks!

Solved
Best answer July 20, 2020

Best Answers
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Moderator

Standard user cannot "schedule payments" for accounts payable

I'm so happy to have you here and be able to help you out with your concern, Heredine33.

 

I'd like to share some information on what access you can give to your employee to let them see the schedule payments without viewing your bank details. 

 

In QuickBooks Online, we're unable to set our desired access to the employee. QuickBooks listed on what users can and can't do when choosing access right for them. In your case, we can invite them as a standard user with limited access rights as a vendor. Let's see the lists below to summarize the access rights they have once you add them within your QBO.

 

 

If there's one thing the user can do, which is not okay on our part, we're unable to eliminate this specific access. It's how QuickBooks set the access right that we can give to another user. Before inviting them, you'll need to delete them in your QBO to invite them as with access rights. Follow the steps below on how to do it. Here's how:

 

  1. Go to the Gear icon.
  2. Select Manage User under Your Company.
  3. Click the Add user button.
  4. Select Limited. Then, tick the Vendor box.
  5. Hit Next.
  6. You'll be ask Do they need to submit their own time sheets? select Yes or No.
  7. Hit Next
  8. Enter the required details. Let's make sure that they are all correct.
  9. Then, Save.

 

Once done, an email will be sent to your employee. Let them know that they need to accept it to have the new access in your QBO account. Then, here are some articles that you can read through about schedule payments.

 

 

Let me know if you have any questions. I'll be here to help anytime. Take care!

View solution in original post

1 Comment
Highlighted
Moderator

Standard user cannot "schedule payments" for accounts payable

I'm so happy to have you here and be able to help you out with your concern, Heredine33.

 

I'd like to share some information on what access you can give to your employee to let them see the schedule payments without viewing your bank details. 

 

In QuickBooks Online, we're unable to set our desired access to the employee. QuickBooks listed on what users can and can't do when choosing access right for them. In your case, we can invite them as a standard user with limited access rights as a vendor. Let's see the lists below to summarize the access rights they have once you add them within your QBO.

 

 

If there's one thing the user can do, which is not okay on our part, we're unable to eliminate this specific access. It's how QuickBooks set the access right that we can give to another user. Before inviting them, you'll need to delete them in your QBO to invite them as with access rights. Follow the steps below on how to do it. Here's how:

 

  1. Go to the Gear icon.
  2. Select Manage User under Your Company.
  3. Click the Add user button.
  4. Select Limited. Then, tick the Vendor box.
  5. Hit Next.
  6. You'll be ask Do they need to submit their own time sheets? select Yes or No.
  7. Hit Next
  8. Enter the required details. Let's make sure that they are all correct.
  9. Then, Save.

 

Once done, an email will be sent to your employee. Let them know that they need to accept it to have the new access in your QBO account. Then, here are some articles that you can read through about schedule payments.

 

 

Let me know if you have any questions. I'll be here to help anytime. Take care!

View solution in original post

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