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William Lavasque
Level 3

Quickbooks online Apps for Accountant

A client wants me to help them with their bill pay, we got them set up with their bill pay app and banking, but on the accountant side I don't see anyway to access that app. I've made myself the master admin too. What needs to happen so I can see this? 

2 Comments
ReyJohn_D
Moderator

Quickbooks online Apps for Accountant

Only your client can access the app when processing bill payments, @William Lavasque.

 

This is the reason why you're unable to access the app.You can read through this article for more info about QuickBooks Online Bill Pay: What is Online Bill Pay?

 

To keep track of your bills and bill payments, you can pull up some bill-related reports in QuickBooks Online. Just go to the Reports menu, and then explore the What you owe section under the Standard tab. These are the following:

 

  • Bill Payment List report shows the bills you've paid.
  • Bills and Applied Payments report highlights all the payments you’ve made and the bills that go with them.
  • Unpaid Bills report shows your unpaid bills, with due dates and days past due.

You can also customize your reports to get the info you need. Then, memorize them to save the customization you've made for easy access.

 

I'm always around to lend if you have more QuickBooks concerns. Take care and have a nice day.

Fiat Lux - ASIA
Level 15

Quickbooks online Apps for Accountant

@William Lavasque 

As another option, open a MP account to manage the bill payment and utilize the authorization feature. 

https:// melio.grsm.io/quickbooks

 

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