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kelly87
Level 1

How do I reset an employee access to workforce

 
7 Comments 7
Jen_D
Moderator

How do I reset an employee access to workforce

Thanks for checking this out with us, @kelly87,

 

You can reset a QuickBooks Workforce account by deleting an employees profile. To do that, follow the steps below: 

 

  1. Go to the Payroll menu then select the Employees tab.
  2. Click the employee name then press Edit Employee.
  3. Under Personal Info, click the Revoke Access link.
  4. On the pop-up box, select Revoke Access.
  5. Hit Done to save the changes.

If you want to invite them again, go back to the same page. You will see there an option to Resend Invite or change their email to a new one.

 

For other Workforce questions, chat with us so we can help. We are available from Monday through Friday, 6:00 AM to 6:00 PM PT.

 

Let me know if there's anything else I can assist you. I'll be available for help anytime. Have a lovely day!

sherylc
Level 3

How do I reset an employee access to workforce

My Employee cannot "reset" his password to his Workforce.  Unfortunately, he owns a new phone with a new phone number... so when he resets, whatever phone number he entered when signing up with Workforce is either useless, or the reset link is being given to an unauthorized person who now has that phone number.

 

There is no "Revoke Access" on the Payroll/Employee/Personal window on my QB desktop, nor are they located on the other tabs.  

 

I am also unable to "Reinvite" to reset my Employee's access to his Workforce on the iCloud Services like I used to a year ago.

 

Is there a Plan C?

 

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Jen_D
Moderator

How do I reset an employee access to workforce

Thanks for taking the time to post here, @sherylc,

 

Don't worry, we can get the employee access his account again.

 

If the employee is no longer possess the phone number used for his Workforce account, I recommend contacting our Payroll Team. They can reset the a W-2 employees access so he can create a new one. 

 

To get a support specialist, follow the steps below:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us.
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support

 

Kindly post an update here after calling our support. I want to make sure this is taken care of and I'll be right here if you need further help with QuickBooks Workforce. Have a nice day!

sherylc
Level 3

How do I reset an employee access to workforce

Sorry for the delayed reply...  I contacted Payroll Team support, and after 4-5 transfers... I needed this much time to cool off because none were able to effectively help me reset W-2 access employees.  The last support team member hung up on me.  Please tell me a more efficient and more effective strategy than calling support.  There has to be a way in my desktop to control Workforce access.  Why were options A and B taken out?

Rose-A
Moderator

How do I reset an employee access to workforce

Good day, sherylc.

 

This is not the service that we want you to encounter. Part of my job is to ensure we're able to assist our customers properly in a manner that your experience is marked as outstanding. That being said, I'd like to provide assistance in resetting the employee's access for their W-2.

 

When an employee forgets the user ID or password when logging into the Workforce page, all they have to do is select the I forgot my user ID or password link and follow the onscreen instructions.

 

 

To know more about how the workforce works in QuickBooks Desktop, please visit this article: View your paychecks and W-2s in QuickBooks Workforce. This will provide you steps on where you can change the email address as well as a link to get in touch with our Payroll Team.

 

Let me know how it goes by leaving a reply below. I want to make sure you're able to reset the employee's access. I'll be right here if you need anything else. Have a good one!

sherylc
Level 3

How do I reset an employee access to workforce

That's correct... but if you remember, the Employee owns a new phone with a new phone number... so when he resets, whatever phone number he entered when signing up with Workforce is either useless, or the reset link is being given to an unauthorized person who now has that phone number.  He as is also having a not so great experience when he calls support.  Is there a way to reset the Workforce password on my end.  It has been done in the past, but these two functions have been taken out as far as 2019 Premier Desktop is concerned.

DivinaMercy_N
QuickBooks Team

How do I reset an employee access to workforce

I can see the urgency of this situation, @sherylc.

 

I've got some insights to make sure your employee can access his/her account without delay. 

 

Resetting your employee's Workforce password needs checking of his/her account. I'd love to take care of it myself, however, we're unable to it here since this is a public space for security reasons. With this, I highly recommend reaching out to our payroll support team. They use a specific tool to help you reset your employee's password so he/she can access his/her account. To connect with them, please refer to the outlined steps provided by my colleague, Jen_D. 

 

Also, I encourage you to visit our QBDT Help page, so you can browse articles or even questions of other QuickBooks users that were answered by QuickBooks experts. This will help you earn more QuickBooks knowledge that can help you with your accounting tasks.

 

Let me know how this goes and feel free to post again here if you have further questions about managing your employee's Workforce account. I'm always around to help. Have a good one. 

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