Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I setup payroll access so our 401K firm can access payroll? They gave me instructions to set it up but I cannot find "security and access" under payroll.

Their instuctions: Connect Payroll Intuit Online Payroll allows companies to add third-party administrators to their accounts. To add a third-party administrator, log in to your Intuit Online account, then select Setup from the menu bar. Note: if you use Intuit Online Payroll for Accountants and have multiple affiliated companies, please complete the following steps from the master account. Log in to your Intuit Online account In the Company and Account section, subsection Security and Access, select Payroll Account Access. If this is your first time granting payroll access to a different user, you may see a prompt reading "Do you want to give others permission to work on your payroll?" If this appears, select Yes. You will see a list of all employees and their payroll access. At the bottom of the list, click Add a Use. Fill in the following basic information:
1 Comment
QuickBooks Team

How do I setup payroll access so our 401K firm can access payroll? They gave me instructions to set it up but I cannot find "security and access" under payroll.

Thanks for sharing the steps you’ve performed, @mark107.

 

Allow me to share some information and clarification. The steps you’ve mentioned above apply to those who have an Intuit Online Payroll account. Thus, it’s the reason you’re unable to locate the Security and Access option.

 

To have your 401k firm access your payroll, you’ll want to add them as company admins to your QuickBooks Online (QBO) account. A company admin can see and perform everything in your account except removing your master admin’s access. You might want to think it through before adding them. To learn more about this, you can refer to this article: User types and user permissions in QuickBooks Online.

 

I understand you only want them to access the payroll side. However, the option to add them as payroll users is not available in QBO. I’ll let our product team know about this so they’ll consider adding this in future updates. While I can provide you a specific time frame as to when this feature will roll out, I recommend checking our QuickBooks Blog page regularly. Here, you’ll stay updated on the current news and happenings about QuickBooks.

 

If you wish to add them as company admin, you can follow these steps:

 

  1. Go to the Gear icon.
  2. Select Manage users. 
  3. Click Add user.
  4. Select Company admin.
  5. Enter your new user’s name and email address, then select Save.

Your 401k firm will get an email from quickbooks-email@intuit.com. Have them click the “Let’s go!” link to get started. You can also read through this article for more details about the process: Add, delete, or change user access.

 

I’ve also added this resource that you can use for future guidance: Process or run payroll. This link can walk you through the steps of paying your employees effectively in QBO.

 

let me know if there's anything else I can help you in managing your user access. I'm just a few clicks away from you. Take care and keep safe.

Need to get in touch?

Contact us