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joneill86
October 28, 2021
Question

Permissions for schedule online payment option

  • October 28, 2021
  • 2 replies
  • 0 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. 

2 replies

Angelyn_T
Angelyn_T
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!

J
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. 

J
JonpriL
October 28, 2021

Joining the thread to assist you, @joneill86, to ensure you're able to schedule an online payment.

 

The roles and permissions included with the AR and AP access does not include the online payments option. This is the reason why you received such a message prompt even if you have the access to all tasks except for payroll.

 

Therefore, I'd suggest contacting the Admin of the company you're working with and letting them customize the roles and permissions of your access. Or let them know the online payment option is only available for Admin users.

 

I'm adding this article with the topics you can use while recording the common vendor transactions: The Vendor Transaction Workflows in QuickBooks Desktop.

 

It'll always be my pleasure to help if you've got additional questions about QuickBooks online payments. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

E
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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