cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Active Member

Intuit Workforce

When using Quickbooks Desktop is the only person allowed to invite employees to use Intuit Workforce the Master Administrator of the Account?  Or can the Payroll Administrator log in and send out the invites?

3 Comments
Moderator

Re: Intuit Workforce

Thanks for utilizing the Intuit Workforce feature, @Stacy0309.

 

This functionality makes it easier for the employees to view and print pay stubs and W-2 forms online. In order to send invites, you must have a company master admin access.

 

Follow these steps on how to invite the employees:

  1. Go to the Company menu and choose My Company.
  2. Hit Manage Your Account and log in using your Intuit ID and password. Please take note that your Intuit account login isn't the same from your company file login. 
  3. Go to the Employees menu and select Manage Payroll Cloud Services.
  4. Turn on the QuickBooks Workforce status, then hit Invite Employees.
    1.PNG
  5. Select the employees you need to give access and add their email address.
  6. Hit Send Invite.

To learn more, please refer to these articles:

That should answer your question and guide you on the steps, @Stacy0309. Keep me posted on the results or if you have other payroll concerns. I'm still here to offer more help.

Established Member

Re: Intuit Workforce

I have tried this suggestion and it didn't work in my case.  I work for an accounting firm.  We have multiple companies that have been setup by multiple employees.  At times the payroll client gets moved to a new employee of our firm.  Some clients have been with us for years and there is no way to know who originally setup the file.  How do we find out and access the "master admin" to be able to invite new employees to the new Workforce pay stub site?  I've tested it - there are some that I am able to see "account/billing info," but I am not able to "invite" the employee to sign up for workforce.  Do you know of a solution to this problem?

Moderator

Re: Intuit Workforce

I appreciate you providing more details and trying my recommendations, @KrisBOTB.

 

The QuickBooks Payroll Admin has all the access to the employees paycheck activities, company's information and can answer questions on behalf of the company principal regarding payroll details.

 

If you're using a login that isn't tagged as Admin and wish to update, you can do so by either adjusting it in the QuickBooks Account Maintenance pages or submitting the Account Changes form.

 

Through the Account Maintenance Page:

  1. Go to the Employees menu and then click My Payroll Service.
  2. Select Account/Billing Information.
  3. Go to the Company Information section, then click the Edit link.
  4. If you have signed up for direct deposit, enter your the pin and click Continue.
  5. Change the contact details of the Payroll Admin: First NameLast namePhone and Email and then click Update.
  6. Wait for the confirmation and hit Close.

Complying the Account Changes Form:

  1. You'll have to download and complete the Account Changes form. Please take note that only the Primary Principal can process and authorize the request. 
  2. Create a case and upload your filled-out and signed form to Intuit.
  3. Follow the on-screen directions.

For in-depth information and guidance, you can refer to this link: Update Payroll Admin information in QuickBooks.

 

That should guide you on the right direction, @KrisBOTB. Keep me posted on the results or if you have additional payroll questions. I'm always here to help you further.