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Surely I am missing something. In order for the payroll clerk to sync QB Time to QB Desktop 2022, they have to sign in with the company master admin account? Throw all permissions out the window and let them have access to all of the company information? This does not seem logical to me. How can a payroll clerk, who has Admin access in QB Time and is a Payroll Manager and Payroll Processor in Intuit and QB sync QB Time without logging in as the admin?
Hey there, @Cheyenne919.
Thanks for taking the time to reach out to the QuickBooks Community for support.
I understand how frustrating it can be needing to sign in as the Admin user in both programs for the sync to work. However, this is the requirement for now. You can see more information about syncing between QuickBooks Desktop and QuickBooks Time in the help article that I've included below.
Please don't hesitate to let me know if you have any questions or concerns. I'm always here to lend a hand. Take care!
I realize that only the primary admin can sync payroll, but I am trying to follow the instructions to switch someone to the primary admin but when I go into that person's profile, the "Primary Admin" selection is not available to select.
Hello, ksl1963. Let's determine the reason behind the unavailability of the option and work together to find a solution.
To transfer the primary admin role, you need to be sure that you sign in as the primary admin. This will grant you the necessary permissions and access to perform the user admin transfer. Consider checking this article for additional reference: Change the primary admin user in QuickBooks Time.
After transferring the primary admin role to another user, she/he can proceed with syncing the payroll into QuickBooks Desktop.
In addition, I'm sharing this link that provides a wide range of powerful features that allow you to manage your business finances. It offers comprehensive tools for invoicing, expense tracking, inventory management, payroll processing, and more: Get started with QuickBooks Desktop.
Don't hesitate to post again if you need further assistance. I'll be right here to lend a hand.
I am signed in as the Primary Admin. When I go to the person I want to switch to the Primary Admin from Admin, the choice to select Primary Admin is not available.
Hello there, @ksl1963. Let's perform some troubleshooting steps to ensure you'll get to transfer the Primary Admin role.
QuickBooks can occasionally be poorly configured due to a build-up cache which affects how well your browsing works. To resolve this, access QuickBooks using an incognito window or private browser. This mode doesn't retain your browsing history, leading to software problems such as errors and missing features. Here are some shortcut keys you can use as a guide:
When you're finally able to transfer the Primary Admin role, go back to the regular browser and clear the cache. By eliminating historical data, you can prevent errors when attempting to transfer roles. Another way to resolve this issue is to switch to a different supported browser.
If you encounter the same outcome, I suggest reaching out to our QuickBooks Time support team. They possess the necessary tools to securely examine your account and determine the root cause of this issue.
You might also find it helpful to visit this link, where you can explore articles that provide guidance on time tracking in QuickBooks: QuickBooks Time Help Articles.
Let me know how it goes by hitting the Reply button below. I'm sure to circle back and assist you at any time.
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