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joneill86
October 28, 2021
Question

Permissions for schedule online payment option

  • October 28, 2021
  • 47 replies
  • 185 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. 

Sift
June 23, 2023

Hello there,

 

I appreciate you for dropping by here in the Community space. Allow me to chime in and clarify things about making online bill payments in QuickBooks Desktop.

 

For now, only the admin has access to paying bills online, and there's no available role for payments. The availability of the roles in the Intuit account are subject to change as more connected services are offered.

 

Our engineers might be working to bring this feature to this platform. While we assess this, I recommend sending your feedback directly to our product engineers.

We continue to improve the features, and this option might be available in the future. Here's how to submit feedback:

 

  1. Open QuickBooks Desktop.
  2. Click the Help tab at the top menu bar.
  3. Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

     

     

In the Enterprise version, you can create brand-new roles from scratch. Since you can decide which specific areas of your accounts can be accessed, I recommend checking out this article for additional guidance: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Let us know if you still have more questions about managing user roles for online bill payments. We'll be sure to get back to you with a helping hand. Keep safe, and have a great rest of the day.


I've done all that.  I am the admin and I have a user file.  I also wanted to set up another user with the ability.  No dice.  One the phone doing a glance with one of your agents for an hour and nothing.  If you read the replies below I think yoiu will see that your method does NOT work.  This is a pain in the neck.

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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