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Join nowI am totally at wits end. I have an 'accountant copy' of client database and am logged in as 'external accountant' yet I can not class one line on a payroll liability check because I don't have admin permission!!!
How are we supposed to do their payroll tax returns? Everyone of my clients has to give me 'permission'.
What about my staff and the clients that aren't aware staff works on them.....
Hey there, @pydconsulting.
Long time, no see! It's great to see you back in the Community.
As for now, the admin of the account will have to make those changes. I'll send feedback into our system for our Product Developers so they can consider this in the future. They take the time to review every request and tries to add them to the next available update.
You can check out our Blog site to keep up with what's new in the product.
If you have any other questions, don't hesitate to reach back out. We're always here to lend a helping hand. Bye for now!
The External Accountant role is supposed to give you "Full" access to Employees & Payroll, including - specifically - "Payroll Liabilities":
However, that appears to not be the case for an accountant's copy working file, because "Full" access includes the ability to add, edit, and delete transactions. Apparently all you can do is view payroll transactions in the accountant's copy.
When I tried to make a change to a payroll liability check while logged into an accountant's copy file as an External Accountant, I got this message, which isn't about rights:
Still, adding classes to liability checks, or not, doesn't infringe on your ability to create payroll tax forms.
RE: As for now, the admin of the account will have to make those changes.
No one can make those changes in the accountant copy file. QuickBooks makes that clear - if you'd tried it.
However, the OP can make such changes by creating a standard QB file from the accountant copy file. Also as noted by QuickBooks - if you'd tried it.
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