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joneill86
October 28, 2021
Question

Permissions for schedule online payment option

  • October 28, 2021
  • 47 replies
  • 280 views

Hello! 

 

We are looking to start doing online payments through quickbooks. I am not the admin (I run AR and AP), but I have access to everything except payroll. When I went to select the schedule online payment it says that I dont have the required permission and to request my admin grant me permission. (theres a learn more that looks like its a clickable link, but it doesn't do anything) 

When we opened up the permission, it looked like I still had everything but payroll. Someone help us navigate what we need to do to turn this on for me. 

47 replies

Angelyn_T
Angelyn_TModerator
Moderator
October 28, 2021

Hi there, Joneill. I appreciate you for reaching out to us here in the Community. I'm here to share some information about the online payment feature.

 

The master administrator can enable the online payment option in QuickBooks Desktop (QBDT). Thus, you can use the admin credentials when turning on the feature. Otherwise, you may ask your admin to do the process.

 

First, sign up or connect an existing QuickBooks Payments account. If you have a QuickBooks Payments account, connect your existing account to QuickBooks Desktop. If not, sign up for QuickBooks Payments.

 

After that, enable the payments from the Preferences 

 

  1. Go to the Edit menu, then select Preferences.
  2. Select Payments and then the Company Preferences tab.
  3. In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
  4. Tap on Apply to existing customers.

 

These become the default payment settings for all invoices.

 

Once done, here's how to process online invoices.

 

On the other hand, you can check out this link to learn more about the different user roles and restrictions in QBDT: QuickBooks Desktop Users and Restrictions.

 

Aside from the online payment, you can also keep track of your other customer entries by opening the topics from this link: Get started with customer transaction workflows in QuickBooks Desktop.

 

Let me know if you need additional help with online payments in QuickBooks. I'm more than happy to help. Keep safe!

joneill86Author
October 28, 2021

I am sorry for the confusion. I am talking about the paying bills part of online payments. I've attached a screen shot. 

AlexV
AlexV
Level 10
January 19, 2022

So as the owner of the company, I have to log in every day and send the Melio / Schedule Online Payments to pay bills???  I have been doing this for months now and Intuit has YET to allow other users to send payments with the new method. Our A/P process has slowed down considerable and when I am traveling, bills now go unpaid until I return. How is this even logical?  My employees can send direct deposits and bank payments, but they aren't allowed to send a Melio / SOP payment????  So frustrating.


Hi there!

 

I know how convenient is it to pay the bills within QuickBooks Desktop.

 

With the latest release version of QuickBooks Desktop 2022, non-admin users can now pay bills using the Bill Pay service powered by Melio. You'll just need to make sure that they have accounts payable and banking permission.

 

If you haven't updated your QuickBooks Desktop, you can check this link for the detailed steps: Update QuickBooks Desktop to the latest release.

 

Also, check this link if you need help in adding, editing, and troubleshoot login and restrictions: QuickBooks Desktop Users and Restrictions.

 

Post again here if you have additional concerns. I'll help you!

    expects better
    October 24, 2023

    Hello  

    Are you sure you want to trust intuit with you banking or money? I would recommend thinking deep and hard on that and suggest using another provider to do everything except your accounting software. Separation will work in your favor in the long run. I personally do not even like that they have these built in ads for these services in the software. The software isn't YouTube, but I am sure they get paid per click they should ditch the advertising. 

     

     
     
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