How to Access QuickBooks Desktop Files with One Intuit Account?
Want to access and manage QuickBooks company files with one Intuit account? Well, if yes, then this segment can be of great assistance to you. You get an extra layer of security and protection, after you connect or create an intuit account to QuickBooks desktop company. Moreover, secured single login for access to all Intuit’s product is provided, including payroll, payments, time tracking, and much more.
To get a better insight into the process to
access
QuickBooks desktop files with one intuit account, make sure to read this
segment with much care.
Steps for
accessing and managing QuickBooks desktop files with one intuit account
There three different scenarios, choose the
most suitable one and perform the necessary action accordingly.
Scenario 1: Just in case you successfully sign into the
company file with a request to set up the intuit account
If you face this option, then your client
will have to link their account to their company file.
Non-admin
If you are an accountant reviewing the
client’s file, then you will have to opt for non-admin. Select non-admin only
if you manage the company’s financial actions on the admin’s behalf and choose
continue tab. It should be noted that QuickBooks will close the intuit account
prompt. Once 14 days’ time passes away, you would have to sign into the file
again in order to work on it
Admin
If you are an accountant that does
everything for the client, then you might have to pick the admin option. This
isn’t the standard through. Thus, only go for this option if you own/manage the
company and its financial actions. Select the admin option, in case you manage
the company and its financial actions. Enter the email address and select
continue tab. Also, enter the Intuit account password later on and hit ok tab.
All these steps would allow you to work in the file.
Scenario 2: No prompt for intuit account setup or login
If you aren’t asked for Intuit account
setup or login, you can continue to make use of the company file as normal.
Scenario 3: if you are asked to sign in to the Intuit
account after you sign in to the company file
Ask your client to approve your QuickBooks
access, if you want to access your client’s info. You will be able to see the
User ID prompt, in case the client has already linked his/her intuit account to
the company file. If the email address you find isn’t yours, then replace it
with the appropriate one.
Pick the continue tab and enter the password. In case you are signing in with your Intuit account credentials for the very first time, then you client will have to approve the access. Hit the ok tab and tell your client to approve the access.
Can’t access the QuickBooks desktop
files with One Intuit Account even after carrying
out the steps stated in this segment. Well, if that is the case, make sure to
consult our QuickBooks tech support
team using our dedicated customer support line i.e. 1-800-615-2347.
We are a team of technically sound
accounting experts, who do not leave a single stone unturned, to provide
seamless support services.
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