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tpmckee
Level 1

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

The system seems to be auto-selecting an account once the payee's name is entered. It is often the wrong account. The desktop system used to allow limiting an employee to accessing one account. Online seems to lose that feature.
Solved
Best answer February 08, 2020

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john-pero
Community Champion

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

@GraceC apologies but please re-read the question. It has nothing to do with payroll but with a user's ability to post checks from more than one bank account regardless of the type of check being written.

 

Unfortunately for @tpmckee the Limited User restrictions do not allow any further restricting than accessing entire vendor/purchasing center or not. No ability to , for example, restrict a user to only certain vendors or certain bank accounts.

 

But if @GraceC submits this as a request to engineering as a feature request it will get the same attention that if you submit it . Eventually if 10,000 or more subscribers ask for the same feature (I really do not know their threshold) you might, just might see this a anew feature in some future rollout

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6 Comments 6
GraceC
QuickBooks Team

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

Hello there, @tpmckee.

 

The reason why the paychecks were added in the register because of the bank account you have selected on the Account Preference in your payroll settings. Whatever bank you selected, it is where the paycheck will be posted.

 

In the meantime, if you're planning to have this employee to withdraw its paycheck on the different bank than other EE.

 

To to this, you need to run payroll separate from the other.

  1. From the left panel, click Workers and choose Employees.
  2. From the Employees page, click the Run Payroll button located in the upper right corner.
  3. Choose the Pay schedule, and click Continue.
  4. Select the correct bank account from the Bank Account drop-down list, and choose the Pay period.
  5. Enter the Pay Date, and fill in the employee's pay information.
  6. Click Preview Payroll.
  7. Click Submit Payroll.

You can also check this article for more information: Create Paychecks in Online Payroll.

 

We'll be around to help if you have any other questions about QuickBooks. Thanks

john-pero
Community Champion

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

@GraceC apologies but please re-read the question. It has nothing to do with payroll but with a user's ability to post checks from more than one bank account regardless of the type of check being written.

 

Unfortunately for @tpmckee the Limited User restrictions do not allow any further restricting than accessing entire vendor/purchasing center or not. No ability to , for example, restrict a user to only certain vendors or certain bank accounts.

 

But if @GraceC submits this as a request to engineering as a feature request it will get the same attention that if you submit it . Eventually if 10,000 or more subscribers ask for the same feature (I really do not know their threshold) you might, just might see this a anew feature in some future rollout

ken56
Level 1

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

I was searching for almost the same thing.

In my case a new client does not want to put 2 of their bank accounts online. I thought if the bank accounts are not visible to certain employees it would be the same as restricting certain users from messing with an account they have rights or access to.

 

AlexV
QuickBooks Team

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

Hello there, ken56.

 

I'm joining this thread to share more details about users in QuickBooks Online.

 

Though we can give them a different level of access, we're unable to restrict them to a certain account only. They can add a transaction to any account if they have access to Customers and Sales or Vendors and Purchases.

 

You can check these articles to learn more about user types in QuickBooks Online:

You can edit the transaction if it was posted to the incorrect account. Simply open the transaction, make all the necessary changes, and click Save and close. I have here a link for your reference: Find, review, and edit transactions in account registers.

 

I'll be here if you need more help. Wishing you all the best!

rbauer11
Level 1

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

Was this feature ever engineered and put into system and out to market platform?  This is a huge need to limit users to specific account registers.

JessT
Moderator

Can you limit an employee to check writing in only one of your bank accounts? We have a problem with an employee writing checks in the wrong account.

Hi rbauer11,

 

Yes, the feature is engineered. However, we can't deny the fact that some businesses require a different level of restriction to users.

 

We'll take note of your feedback to make our engineers aware of it. You can also send one from your QBO company by clicking on the Gear icon and choosing Feedback.

 

You can check out blogs to see the latest changes or added features to our QuickBooks products.

 

Feel free to keep on sharing suggestions or ideas to make QuickBooks more efficient for your business. If you have other questions, just comment below.

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