Question

Permissions for schedule online payment option

Forum|Forum|4 years ago
October 28, 2021
47 replies
317 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.

QuickBooks Desktop

Angelyn_T

Moderator

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

Go to the Edit menu, then select Preferences.
Select Payments and then the Company Preferences tab.
In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
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!

J

joneill86Author

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

A

acrow2

I see you want to set up access for a user to schedule an online payment in QuickBooks Desktop, @acrow2. Let me share some tips about the process.

A limited-access user isn't presently able to schedule an online payment in QBDT. It can only be done by a full-access user or the master administrator. I recommend changing the user's permissions and roles. The user can then continue to schedule the payment.

Additionally, I suggest that you provide us with feedback on your issue. Our Product Development team will use your suggestion to enhance your QuickBooks experience. Here's how to submit your comments:

Go to the Help menu.
Choose Send feedback online.
Click on Product suggestion.
Fill out all the necessary information.
Once done, click on Send feedback.

I'll also attach this handy article about managing users in QBDT: QuickBooks Desktop Users and Restrictions.

Please let me know if you have other queries regarding this matter or QuickBooks in general. I'm always ready to back you up. Take care!

If I change this user's role to that of a full-access user, won't that give them access to payroll? I do not need our A/P person to have payroll access.

E

expects better

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.

Sign up

Login with SSO

Let's get you signed in

Login with SSO