Action Required: QuickBooks Updates User Roles and Permissions
QuickBooks is changing how user roles and permissions work, especially for Payments. Learn what actions you need to take to stay compliant and ensure smooth operations.
QuickBooks is enhancing user roles and permissions to improve security and streamline access to its Payments feature. These updates, rolling out by the end of January 2025, are designed to simplify payment processes while maintaining control over user access.
At Peak Advisers, we know that staying on top of QuickBooks changes can be challenging. That’s why we’re here to help you handle these updates and make sure your business is set up for success.
What's Changing?
QuickBooks will prequalify all users for QuickBooks Payments, enabling businesses to accept online payments through invoices, estimates, and payment links. This update simplifies payment workflows and enhances cash flow management.
As a trusted QuickBooks partner, Peak Advisers offers personalized guidance to help you leverage these features effectively while keeping your data secure.
What You Need to Do
Review User Roles and Permissions
Ensure only authorized users can manage payment requests and methods. Users with Sales permissions can request payments, issue refunds, and select digital payment methods like ACH, credit cards, and digital wallets (Apple Pay, PayPal, Venmo).Go to Settings > Manage Users to review permissions.
Check roles such as Primary Admin, Company Admin, Bookkeeper, and others with Sales permissions.
Adjust permissions as needed to maintain control over payment processes.
Need help managing user roles? We can guide you in setting up permissions tailored to your business needs.
Set Default Payment Methods
Once notified in QuickBooks, select your preferred payment methods:Navigate to Settings > Account and Settings > Sales.
Choose default payment options in the Invoice Payments section.
Complete QuickBooks Payments Setup
To start accepting payments:Go to Settings > Payments and click Confirm now.
Provide identity verification information and specify your deposit account.
Pro Tip: Completing this setup is essential to avoid delays in accessing funds. Contact Peak Advisers for help with the setup process.
Why This Matters
Properly managing user roles and permissions ensures that only authorized individuals handle financial transactions, reducing the risk of fraud. Regularly reviewing permissions is critical for safeguarding your business’s financial data.
We’re here to not only help you manage these updates—we empower your business with expert insights and ongoing support to keep everything running smoothly.
Need Assistance?
While QuickBooks offers built-in support for these changes, Peak Advisers provides a personalized approach to troubleshooting and implementation.
Contact QuickBooks directly for technical support via the Help menu.
Or, reach out to Peak Advisers for customized assistance tailored to your business.
Ready to simplify your financial operations?
At Peak Advisers, we specialize in helping small businesses optimize QuickBooks for efficiency and growth. From data migration to setup to help maintaining smooth operations as things change, our team makes sure the financial side of your business runs with ease and top efficiency.
QuickBooks 2022: New money management features, speed
QuickBooks 2022 is available and the improvements are important and dramatic when it comes to managing the money in your small business.
QuickBooks 2022 is available and the improvements are important and dramatic.
Intuit will now only sell its QuickBooks Desktop Pro, Premier, and Mac products as Pro Plus, Premier Plus, and Mac Plus subscriptions. QuickBooks Desktop Enterprise has been a subscription only product for a few years. Businesses will get the following benefits from having QuickBooks Desktop as a subscription.
Access to the latest version, with the most up-to-date features, security patches, and support for third-party operating system changes
Up to 38% faster, more reliable QuickBooks computing power (64-bit). QuickBooks Desktop 2022 can only be installed on computers running 64-bit Windows. This does not apply to Mac computers.
Unlimited customer support and data recovery at no additional charge (a $299.99 annual value).
Premium time saving and money management features.
Increased productivity with the QuickBooks Desktop mobile app.
The highlights of the new features in QuickBooks Desktop 2022 appear below. You can read more detailed information about these new features by using the link to the article by Laura Madeira with Firm of the Future.
NEW! Enhanced computing power (64-bit compliant)
Users can complete accounting tasks faster
NEW! Upload vendor invoices via mobile device and auto-create bills for review
Take a photo of a vendor bill using the QuickBooks Desktop mobile app or ask your vendor to email invoices directly to your customized QuickBooks email.
NEW! Pay bills online from within QuickBooks
If paying a vendor bill with a payment type that includes a separate processing fee, QuickBooks will create a vendor named Melio® and these charges will be added as a vendor bill. Services for this feature are provided by Melio.
NEW! Accounts payable approval process
Only available in Desktop Enterprise 22.0. Manage cash flow by defining a customizable approval process for vendor bills received.
NEW! Customize and email vendor bill payment stubs
Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors.
NEW! Attach documents to QuickBooks using a mobile device
Conveniently take a photo of document(s) with the QuickBooks Desktop mobile app. Or you can scan documents into the QuickBooks Desktop Attachment Center.
NEW! Choose from multiple customer email contacts
Efficiently choose email(s) from a drop-down selection of the emails associated with your customer’s record.
NEW! Add-on e-commerce integration powered by Webgility®
For QuickBooks Desktop users who have an online store.
NEW! Payment links for customer pre-payments
Request money from your customer as a “deposit” for services/products not yet provided without sending an invoice.
NEW! Instant deposits for QuickBooks Payments account users
Instantly deposit Merchant payments into the business bank account. See more about Payments here.
NEW! Next day direct deposit for QuickBooks Assisted payroll subscribers
Pay employees faster and keep funds in the business bank account longer; process payroll any time before 5pm (PT) the day before payday. See more about Payroll here.
All detailed information about the new features in QuickBooks Desktop 2022 are available in the article by Laura Madeira of Firm of the Future.
Update QuickBooks desktop software now for tax form 1099-NEC
Peak Advisers encourages you to update your QuickBooks Desktop software. The newly released update includes the highly anticipated 1099-NEC form to file the informational IRS return regarding Nonemployee Compensation paid to Contractors.
Peak Advisers encourages you to update your QuickBooks Desktop software. The newly released update includes the highly anticipated 1099-NEC form to file the informational IRS return regarding Nonemployee Compensation paid to Contractors.
This is a new form for 2020. The 1099-Misc is also available as you may need it. If you would like to learn more this link will take you to the IRS webpage.
Please remember that this update needs to be installed on all of your workstations. This is a significant update that will only work for QB Desktop versions 21, 20, 19, and 18.
For those of you who prefer to manage and control updates, you can follow this link to download your specific update.
It’s important to remember to close QuickBooks before starting the update.
Then select your product version. After that, select “Search.”
Next: Get your update download—
After downloading, open or double click the downloaded file.
This is a significant update so your PC and/or server will need to restart after the installation to take effect.
If you have any difficulties or you wish assistance, Peak Advisers are here for you. Call us at (303) 801-4772 or send us an email info@peakadvisers.com.