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PFreijeTax
February 2, 2024
Question

Workforce

  • February 2, 2024
  • 1 reply
  • 6 views

I have a new payroll client who's prior accountant also used Intuit workforce. The employees are not seeing the W2's since my firm took over payroll.  Is there something I need to do on my end so they don't just see prior accoutants payroll info?

1 reply

Z
ZackE_Moderator
Moderator
February 2, 2024

Thanks for joining the Community, PFreijeTax.

 

To verify my understanding, does your client still have their previous accountant set up as an External Accountant user in their books? If so, they'll need to delete the user, then they can invite you as an External Accountant user.

 

In the event their prior accountant isn't set up as an active External Accountant user in their books, please follow up with me here.

 

I'll be looking forward to your reply. Have a great Friday!

P
PFreijeTaxAuthor
February 2, 2024

Thank you so much for your response ZackE.  So I hold the company file and started a new one when this client came on board on 1/1/24.  It was quite a chore changing the payroll administrator over to my firm from the prior accountant. Because I hold the company file, I'm not sure how to answer your question.  Also, to confirm, I am using QBD Pro.

E
Ethel_AQuickBooks Team
QuickBooks Team
February 3, 2024

Thank you kindly for your reply.

Re: "You also have the option to invite your new employees. Let your employees know that they'll have two QuickBooks Workforce accounts, likely with the same business name. One will have the past paychecks from your prior service, and one with the new paychecks and W-2s"

 

Invites have already been sent as I'm very familiar with that part.  When you mention above that "they'll have two Workforce accounts", do you mean as in different username/passwords accounts or do they use one account and someone select within that account which company to look at?  This is the part I'm having trouble with.  The employee logs into the account they created from prior accountant but they do not see the current payroll info.  Do I need to advise them to set up a new account?


Hello there, @PFreijeTax.

Let me share additional information about employee access in Workforce.

I understand you already invited your employees to Workforce. If your employee accepted the invitation using their existing account, they will only see one account and can only select one company to look at within that account. Otherwise, if they use a new intuit account, they will have a separate username and password for that company.

I would like to add that you need to invite them using your employee's existing account or the one they used when they register. Then, they can already toggle or choose different company by clicking the dropdown. See screenshot below for the sample.

 

If the issue persists, I recommend reaching Customer Care team.

 

Here’s how:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Continue.
  5. Sign in to your Intuit account, and select Continue and then Continue with my account.
    • If you don't already have an account, make sure to Create a new account.
  6. We'll email you a single use code. Enter your code and select Continue.
    • If you have more than one account, select the account you want to use and then Continue.
  7. Select to chat with us or Have us call you.

 

For future help, here are some articles to help you get ready during tax season: 

 

Let me know if there's anything else I can do to help you with concerning payroll. I'm here to lend a hand. Have a great day.

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