How to access a company's ADP payroll from an accountant's copy of ADP Payroll in Microsoft Office Small Business Accounting (919191)



The information in this article applies to:

  • Microsoft Office Small Business Accounting 2006
  • Microsoft Office Small Business Management Edition 2006

INTRODUCTION

This article discusses how to access a company's ADP payroll from an accountant's copy of ADP Payroll in Microsoft Office Small Business Accounting.

MORE INFORMATION

The ADP payroll can be accessed on a computer that has an accountant's copy of ADP Payroll open. The computer that has the accountant's copy of ADP Payroll is not connected to the client's workgroup or domain. This configuration is possible if a company is set up with ADP Payroll and if the company's accountant is set up as a user in ADP Payroll. In ADP Payroll, the owner sets up the accountant's user name, the accountant's role, and the accountant's temporary password. When the accountant restores the backup, users can start Small Business Accounting and then start ADP Payroll. Users must use their own Microsoft Windows Live ID credentials (the e-mail address and password with which a user signs in to Windows Live ID) and the temporary password. Users are then prompted to change the temporary password. Users can make changes and generate reports in ADP Payroll.

Adding new users in ADP Payroll

To add users, follow these steps at the client's site on the computer that has the Small Business Accounting database:
  1. On the Employees menu, point to Online Payroll, and then click Manage Payroll.
  2. Enter the Windows Live ID credentials of the user who first signs up for ADP Payroll.

    Note The Windows Live ID credentials consist of an e-mail address and a password.
  3. Click the Support tab.
  4. Click Add User.
  5. Type the first and last name of the user or of the accountant.
  6. Assign a role to the user.

    Notes
    • A user who has the Owner role has unrestricted access to all the areas in ADP Payroll, and this user can perform all the tasks in ADP Payroll.
    • A user who has the Payroll Admin role has access to all the areas of ADP Payroll, except for the Add or Edit Users page and the View or Edit Users page.
  7. Issue a temporary password that has the following characteristics:
    • The temporary password is unique.
    • The temporary password contains a minimum of 8 characters and a maximum of 20 characters.
    • The temporary password contains at least one letter.
    • The temporary password contains one number or one special character.
    Note This temporary password must be given to the accountant when a copy of the database is sent to the accountant.
  8. Click OK.
  9. Click Sign Out.
Notes
  • After you successfully add a new user, the accountant must sign in to ADP Payroll.
  • The accountant does not have to be a user in Small Business Accounting if the accountant has Administrator rights on the computer on which the new user account is opened.

Signing up new users for ADP Payroll

To sign up a new user for ADP Payroll, follow these steps:
  1. Make sure that a copy of the database is restored on the accountant's computer.
  2. On the accountant's computer, point to Online Payroll on the Employees menu, and then click Manage Payroll.
  3. Enter the Windows Live ID credentials of the new user. The user must sign up for a Windows Live ID if the user does not already have one.
  4. Enter the temporary password.
  5. Click Next.
  6. Enter the contact information.
  7. Click Next.
  8. Click Finish.
Note To manage ADP Payroll, point to Online Payroll on the Employees menu, and then click Manage Payroll.

Modification Type:MinorLast Reviewed:7/17/2006
Keywords:kbhowto kbMBSMigrate KB919191 kbAudEndUser kbAudKnowledgeWorker