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I appreciate your prompt reply, Joneill.
Allow me to chime in the provide additional insights about users' roles in QuickBooks Desktop (QBDT).
Yes, the master admin of the company file can modify your role and restriction. You'll want to get in touch with them and request to update your role. This way, you'll be able to access the online payment option.
Once they approved it, you can share with them these steps on how to update your user role:
- Go to the Company menu.
- Select Users.
- Then click Set Up Users and Roles.
- Select the User List tab.
- Highlight the user you want to edit and click Edit.
- Select the roles you want to add then select OK to save the changes.
They can also utilize this link for more details about modifying user roles in QBDT: Create and manage roles in QuickBooks Desktop Enterprise.
Once you're set, you might want to check out these resources for guidance. These contain details on how to connect your account to QuickBooks and process schedule payments:
- Connect your QuickBooks Payments account to QuickBooks Desktop
- Create a recurring credit card payment
I'm always here to back you up in case you need more help setting up your scheduled payments. I'm more than happy to work with you again. Keep safe and have a great weekend ahead!