Question

Permissions for schedule online payment option

Forum|Forum|4 years ago
October 28, 2021
47 replies
233 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.

Tori B

QuickBooks Team

I have been granted ALL permissions and it still isn't working.

Hi there, @joneill86.

I wanted to jump in and give a little more advice for your user permissions.

First, thank you for trying all the detailed steps provided by my colleagues above. This is very helpful in narrowing the issue down.

I wanted to check if you have made sure that the user roles you have assigned have Full access? In QuickBooks Desktop, you can actually break down each role to have View only, Full, or Partial access levels. Meaning, Full access would allow the user to do all tasks for that role. Whereas, partial access could mean they can create a new transaction, but can't delete or modify it.

I recommend creating a new role that has full access in all areas and assign that role to you. This way, we know that you're covered in all areas of QuickBooks. However, with that said, there are certain tasks that only the Admin user can preform. Such as, adding new users for example. I've included some steps below to edit/create roles.

Go to the Company menu and select Users. Then choose Users and Roles.
Select the Role List tab.
Click on a role and then hit Edit to review its permissions. Or, you can hit New to create a new role.
In the Area and Activities section, select an area of your accounts. Then, choose Full to set the access level.
Once you've made your changes, hit OK.

For additional details, check out the article that my colleague has provided above: Create and manage roles in QuickBooks Desktop.

Please let me know if you still have issues getting access. I'm always around to lend a hand. Take care!

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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