Multiple users accessing same payroll processing

aapowers · ‎June 29, 2021

One admin user started payroll and hit "save for later," but other (2nd) admin user is unable to access the same "save for later" file in order to complete payroll processing. Is this how the site works or is there a way to make that possible?

KlentB · ‎July 01, 2021

That option is available in QuickBooks, aapowers.

Users with the right permissions can access and resume the payroll that you've saved as a draft. You'll just have to make sure to select the Save for later option after you finish your task. This way, the next person can pick up where you left off.

Going back to your original concern, the second admin user should be able to view and continue processing the saved payroll. To isolate this issue, you can perform some basic troubleshooting steps. It could be that the accumulated cache in the browser is the root cause of this unusual behavior.

You may start by accessing your QBO account in a private or incognito window. Here are the shortcut keys:

Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox & Microsoft Edge
Command + Shift + N for Safari

Once you're in, head to the Payroll menu, then try running your payroll again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.

I'm also adding this article to help track and manage your payroll transactions in QuickBooks: Run payroll reports.

Fill me in if you have any other concerns or additional questions. I'll e more than happy to assist you again.

View solution in original post

Giovann_G · ‎June 29, 2021

Hi, aapowers.

I'm here to guide you where to access the save for later payroll so you'll be able to complete the process.

You need to go back to the Employees page, then click on the Run payroll again. From there, you'll see the payroll entries where you left off.

Here's how:

Click the Payroll menu.
Choose the Employees section.
Hit the Run payroll button.

In addition, you can review this resource here to learn more about payroll tasks, paying your employees, and taking care of taxes: Get started with Payroll.

I'm willing to help you out again in managing your payroll or completing your other tasks in QuickBooks. Just let me know, and I'll get back to you. Stay safe!

aapowers · ‎June 30, 2021

Thank you for your response. I am trying to access a payroll that my boss has saved and exited. I want to be able to pick up where he left off... is that possible?

TirzahC · ‎June 30, 2021

Thanks for getting back to this thread, aapowers.

The primary and company admin has access to every part of the QuickBooks account. When you set up one of the users, QuickBooks allows you to choose the user’s access rights. They can choose you to give all access, limited access, or none. When you grant the admin to access the payroll and you're giving them the same privileges. Yes, it is possible.

Feel free to check out this article for more details:

I'm sure you have other areas to work on in QuickBooks Desktop. You're welcome to check out our articles if you need help with the processes.

aapowers · ‎July 01, 2021

If the user settings are correct, would it allow each of us to save a payroll for the other person to finish later or is this not an option? I understand the user settings, but my specific question was not addressed. Thank you.

KlentB · ‎July 01, 2021

That option is available in QuickBooks, aapowers.

Users with the right permissions can access and resume the payroll that you've saved as a draft. You'll just have to make sure to select the Save for later option after you finish your task. This way, the next person can pick up where you left off.

Going back to your original concern, the second admin user should be able to view and continue processing the saved payroll. To isolate this issue, you can perform some basic troubleshooting steps. It could be that the accumulated cache in the browser is the root cause of this unusual behavior.

You may start by accessing your QBO account in a private or incognito window. Here are the shortcut keys:

Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox & Microsoft Edge
Command + Shift + N for Safari

Once you're in, head to the Payroll menu, then try running your payroll again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.

I'm also adding this article to help track and manage your payroll transactions in QuickBooks: Run payroll reports.

Fill me in if you have any other concerns or additional questions. I'll e more than happy to assist you again.

SFlorman · ‎December 06, 2021

What are the options for multiple users to be accessing payroll at the same time? Currently only one user can be in payroll function at once. As my department grows, I would like to be able to assign payroll schedules to different team members who could simultaneously process that schedule's payroll.

Candice C · ‎December 06, 2021

Good afternoon, @SFlorman.

It's great to see you back in the Community. Let me share some insight into user access for payroll.

As long as your users have access to payroll, then they should be able to use it at the same time. However, we do recommend letting one user at a time work in the system. The reason being, is so that the product can update/work properly. Here are a few guides that can provide some additional details:

I hope this answers your question. I'm only a post away if you have any other concerns. Wishing you and your business continued success!

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