After adding ProConnect user licenses, I’m experiencing major disconnects between my QuickBooks firm account, payroll access, merchant services, and admin roles. To let an employee print or e-file a tax return, I now have to pay $100 per user and assign them as an Advanced User. That role forces an all-or-nothing choice: full access to my books (including payroll) or no access at all. If I allow full access, payroll security is compromised. If I choose no access, they lose access to the client list and can’t charge clients through QuickBooks Merchant Services. Because of this, I’ll be forced to move to a different merchant processor—costing QuickBooks roughly $45,000 annually, while only generating about $500 in added license fees. Additionally, my office manager loses Company Admin rights when assigned the necessary ProConnect role, which prevents her from assigning clients to employees. Bottom line: I’m paying more, losing admin control, and being forced into security compromises because roles aren’t customizable and systems don’t work together.
