Action Required: QuickBooks Updates User Roles and Permissions

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

1. 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.

2. 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.

3. 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.