Thank you for contacting us, @pacc1. I truly appreciate you sharing the details of your concern along with the screenshot, as it gives me a clearer picture of your situation. I understand that not having access to your payroll license has been challenging for you. Rest assured, I'll explain why you’re currently unable to use it and outline the steps you can take to regain access.
For security reasons, we need to verify the account before we can disclose any information. From what you've described, it seems you haven't been added as the primary admin, which is why you can't access the account. QuickBooks prioritizes security, so we only provide personal information to primary admins who have passed the verification.
The former admin needs to add you as the primary admin and remove themselves. This process applies to all business types, including non-profits. For more details, check out this article: Change the primary admin user in QuickBooks Online.
To move forward, please reach out to the primary admin (the person who set up your account) and ask them to contact our live support. If you can't reach them, consider asking other members of your organization if they recognize anyone listed in the screenshot you provided.
As a last resort, if you can't get in touch with the primary admin, you can file a request to become the primary admin yourself.
Here's how you can proceed:
For non-profit organizations, please log in using this link: Request Primary Administrator Update.
- Complete the form.
- Provide the necessary documents.
To find out what documents are required, check out this resource: Request to be the primary admin. Once there, navigate to the Non-profitsection and click thedrop-downmenu.
After submitting your request, you will receive an email notification regarding the update of your status.
Once you successfully gain access to your payroll, you'll be able to conveniently view all of your previously filed tax forms and payments if you need them in the future. This includes detailed records of your tax submissions and any associated payment information, ensuring you have all the necessary documentation readily available.
Before we end this conversation, I want you to know you're always welcome to share any additional questions or concerns in the Community. We're here to help and are happy to assist you. Our goal is to ensure your experience using QuickBooks is seamless, so you can complete your tasks with ease. Please don't hesitate to reach out. Have a good one.
