Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
joneill86
October 28, 2021
Question

Permissions for schedule online payment option

  • October 28, 2021
  • 47 replies
  • 327 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!

lljp
January 8, 2024

Hello,

 

I am admin and am getting a message that admin has to authorized the usage of bill pay?  Is there another admin user?

Clark_B
Clark_BQuickBooks Team
QuickBooks Team
January 8, 2024

Hi there, @lljp.

 

Allow me to chime in and provide information about the message that says "Admin has to authorize the usage of bills to pay" in QuickBooks Desktop (QBDT).

 

To start, I recommend reviewing all roles and their associated permissions to verify that you are the primary administrator.

 

Here's how:

 

  1. Go to the Company menu, then select Users.
  2. Select Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the Role List tab, then select View Permissions.
  5. Select the roles you want to review, then select Display.

 

However, if you can access it and you are the primary admin. Let's use the verify and rebuild tools in QBDT that address a data issue with your company file that causes the behavior where it prompts you to that problem. The verify tool situates the most common problems in a company file, and the rebuild tool fixes them. Here's how:

 

  1. Go to Window, then select Close All.
  2. Go to File, then choose Utilities.
  3. Select Verify Data. If you see:
  • QuickBooks detected no problems with your data — your data is secure, so you don't need to do anything else.
  • If you see an error message – you can search on our QBDT support site to learn how to fix it.
  • If your data has lost integrity – damage to your data was found in the file and we have to rebuild your data.

 

If you need to rebuild the data in your company file, please follow the steps provided below:
 
  1. Go to File, then select Utilities.
  2. Click on Rebuild Data.
  3. Follow the on-screen instructions, then press OK.
  4. Select the place where you want your backup file to be saved, then tap OK.
  5. Enter a new name in the File name. Click Save.

 

Please refer to the article below, which provides detailed instructions on the steps I outlined earlier.: Verify and Rebuild Data in QuickBooks Desktop.

 

However, if the issue persists after doing some troubleshooting steps. I suggest contacting customer support to further investigate.

 

For future reference, you can check this article to keep track of your other customer entries by opening the topics from this link: Get started with customer transaction workflows in QuickBooks Desktop.

 

Please keep me updated on the progress so I can ensure it's taken care of. I'll be here to further assist 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. 

 

 
 
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement