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Join nowThanks 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:
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.
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