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dagoudgellc-gmai
Level 1

Where is self-setup status

who is the administrator
1 Comment 1
KlentB
Moderator

Where is self-setup status

Welcome to QuickBooks Community, dagoudgellc-gmai.

 

When adding employees to QuickBooks Online, you can let them enter their own personal, tax, and banking details using the Employee self-setup option. If you select this, QuickBooks will automatically email them an invite to QuickBooks Workforce. You can open the employee's profile to check its status. Here's how:

 

  1. Go to the Payroll menu.
  2. Select the Employees tab.
  3. Click the name of the appropriate employee.
  4. Take note of the status below the Actions drop-down menu.
  5. If it's showing as Active, this means that your employee has already set up their QB Workforce account. If you see Send reminder, this means that the invitation is still pending.

For additional reference, take a look at my screenshots below:

 

WorkforceActive.PNGWorkforcePending.PNG

 

Regarding your second question, the primary administrator is the main user who has access to every part of the QuickBooks account. Usually, they're the person who initially set up the account. The regular company administrator can also do everything the primary admin can do, except edit or remove the primary admin's access.

 

To help manage your payrolls and learn more about user access in QuickBooks Online, I recommend reading these articles:

 

Do you have any other questions in mind? Feel free to leave them in the comment section and I'll get back to you as soon as I can.

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