Question

Permissions for schedule online payment option

Forum|Forum|4 years ago
October 28, 2021
47 replies
137 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.

S

SCI111

Frustrating. I am the admin and can't set up payments. Melio doesn't handle my bank, PNC.

We spent hours with QB Support, who eventually pushed off to Melio Support, who pushed us off to QB Bill pay support. Hours and hours worth of time spent on this and no one in support knew the answers. I eventually started granting permissions one by one to my AP until she had access. I think the permission that finally worked was Remote Accountant, but I'm not 100% sure.

After we finally got it to work the service itself was garbage. We timed it and it took 3 minutes plus just to open the bill pay screen from QB. Then we couldn't use QB itself while it was open, and it limited us to 20 entries at a time among other issues.

Finally we found out that when we submitted a payment to our vendors it emails them and gives them an option to re-direct the payment to their card for a fee. We had several payments re-directed to people that the payment wasn't intended for. We wanted the payment sent to where we sent the payment.

It felt like the service was a half thought out idea that had no support or development after it was shoehorned into QB. It was far more heartache and trouble than it was worth.

Now we use a 3rd party app called ACH Universal. It's a life saver. Basically, it integrates with your QB and allows you to select as many ach vendor payments as you would like and creates a NATCHA file for you to upload directly to your bank. It even sends a remittance email without the worry of having the funds re-directed.

QB bill pay is not a real solution for any business trying to pay multiple vendors daily.

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.

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