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Replying to:
ShiellaGraceA
QuickBooks Team

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Hello @JBBookkeeping,

 

You can have your bookkeeper log in as a QuickBooks administrator so they can send an invite. Here's how to do it.

 

  1. Close out of QuickBooks. Then, enter "Admin" as your User Name.
  2. Enter your admin password, then hit OK.
  3. Set your company file for QB Workforce Admin by going to Employees, Manage Payroll Cloud Services.
  4. In the Payroll Cloud Service window, under QuickBooks Workforce toggle the status to ON.
  5. Create or confirm your PIN used to send payroll data. Then, Saved Changes.

Once done, they can now send an invite. Just follow the steps below.

 

  1. Go to Employees, Manage Payroll Cloud Services.
  2. Under QuickBooks Workforce, toggle status to ON, then choose Invite Employees.
  3. Select the employees you need to give an access from the list.
  4. Click Send Invite.

 

Please see the details on how to set up QuickBooks Workforce for your QuickBooks Desktop in this article. You can also read some of our QuickBooks Workforce FAQs on our page. Just scroll down to "Get answers to common questions" section.

 

Thanks for joining us. Feel free to swing by anytime if you have other question and I'd be glad to assist you some more. Have a wonderful day.

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