Glad to have you here, @miketaxman,
Adding a client to an existing payroll subscription is easy and fast. Perform the steps below:
- Go to the Employees menu at the top of the customer's account.
- Select Payroll from the list, then pick Use My Existing Payroll Service.
- Mark the Use Subscription Number XXXXXXX [ Payroll Subscription Version] below Identify Subscription. If you don't see your own subscription in the list, select Other: I have an existing subscription and a Zip Code.
- Press Next twice to add the company EIN.
- Click on Return to QuickBooks Desktop.
However, if you don't have this option on the client's company file, I recommend contacting our phone support to create a Service Key for them. Here's how to get a support specialist:
- Go to your QuickBooks Home page, then click the Help menu at the top.
- Choose QuickBooks Desktop Help from the drop-down.
- Hit the Contact us icon.
Once you have the key, enter it manually in QuickBooks. Follow these steps:
- From the Employees menu, pick Payroll.
- Choose Enter Payroll Service Key.
Two ways to verify the status of the Service Key:
- On the Employees menu, select My Payroll Service then Manage Service Keys.
- Press CTRL+ K on your keyboard.
To learn more about adding an EIN to payroll, see this article: Add an EIN to existing Payroll Subscription.
Let me know how it goes by adding another comment below. I want to make sure your payroll gets activated, and I'm here if you need additional help. Have a good one! Take care!