Change your primary principal, payroll admin, or other payroll contact
by Intuit•139• Updated 1 month ago
Learn about the different types of payroll contacts and how to update them in QuickBooks Online Payroll and QuickBooks Desktop Payroll.
Payroll is a big part of running a business, and it's important to keep your payroll contacts up-to-date.
Note: Not sure which payroll service you have? Here's how to find your payroll service. |
QuickBooks Online Payroll
Here are the different types of payroll contacts and their role in QuickBooks Online Payroll.
User roles for Payroll products | Role in your business | Provides authorization | Discuss/make changes to account | Access to payroll reports |
Principal officer | Owner/authorized signer on payroll bank account and auth forms | Yes | Yes | Yes |
Primary admin** | Can do everything | Yes | Yes | Yes |
Company admin | Can run payroll, add users, and manage payroll info) | No | Yes | Yes |
Standard user | Limited* | No | Limited* | Yes |
Reports only | All reports, except the ones with payroll or contact info | No | No | No |
Payroll Contact | Receives emails and reminders for payroll | No | No | No |
*Depending on the user settings, this user can or can’t manage users, company info, and subscriptions.
**Primary admin is a role in QuickBooks Online for the main payroll contact. Should there be any changes with the payroll contact, this role must be updated or transferred to someone else.
QuickBooks Desktop Payroll
Here are the different types of payroll contacts and their role in QuickBooks Desktop Payroll.
User roles for Payroll products | Role in your business | Provides authorization | Discuss/make changes to account | Access to payroll report |
Primary principal or Principal officer | Owner/authorized signer on payroll bank account, auth forms | Yes | Yes | Yes |
Secondary Principal | Owner/authorized signer on payroll bank account, auth forms | Yes | Yes | Yes |
Payroll administrator or Primary payroll contact | Primary contact for payroll | Yes | Yes | Yes |
Other payroll contact | Ask general questions about QuickBooks | No | No | No |
Select the role you would like to change or update:
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