How to Access QuickBooks Desktop files with One Intuit Account?

About This Presentation
Title:

How to Access QuickBooks Desktop files with One Intuit Account?

Description:

It has been often observed that QuickBooks users face issues in accessing QuickBooks desktop with one intuit account. This often affects the day-to-day activities of accountants and the entire process can become quite hassle prone. When one connects or creates an Intuit account on the QuickBooks Desktop Company file, they get the following: –

Number of Views:2
Slides: 11
Provided by: rj933296
Category: Other
Tags:

less

Transcript and Presenter's Notes

Title: How to Access QuickBooks Desktop files with One Intuit Account?


1
(No Transcript)
2
How to Access QuickBooks Desktop files with One
Intuit Account?
  • It has been often observed that QuickBooks users
    face issues in accessing QuickBooks desktop with
    one intuit account. This often affects the
    day-to-day activities of accountants and the
    entire process can become quite hassle prone.
    When one connects or creates an Intuit account on
    the QuickBooks Desktop Company file, they get the
    following
  • One more layer of security and protection
  • A single secured login to access all Intuits
    products, which includes payroll, payments, time
    tracking and more
  • Enjoy access to features and perks of payroll,
    payments, time tracking etc.

3
Access as well as manage QuickBooks Desktop Files
with One Intuit Account
  • In order to access and manage QuickBooks files
    with one Intuit Account, there are going to be
    three scenarios that we will discuss in detail.

4
  • Scenario 1 No Prompt for Intuit Account Setup or
    Login
  • If you are not asked for the Intuit account set
    up or log in, then in that case, you can continue
    to make use of your normal company file that you
    already have.

5
Scenario 2 If you successfully sign into the
company file with the Intuit account set up
request
  • In case you come across this option, your client
    will have to link their account to their company
    file.

6
Non-admin
  • If you are an accountant who is reviewing your
    clients file then choose the non-admin option.
    If you manage the companys financial actions on
    the admins behalf and then select the non-admin
    only tab followed by continue. QuickBooks will
    now close the Intuit Account prompt and after 14
    days you will be required to sign-in to the file
    again so as to work on it.

7
Admin
  • If you are an accountant who does all the tasks
    for the client then you should choose the admin
    option. Also, if one manages the company and its
    financial actions, Admin option should be chosen.
    After this you have to provide your email address
    and select the Continue tab. Now provide the
    Intuit Account password and then click on the OK
    button. All these steps will now allow you access
    to work on the file.

8
Scenario 3 If you are asked to sign into the
Intuit Account once you sign into the company
file
  • In case you want to access your clients
    information you have to ask him/her to approve
    your QuickBooks access. If the client has already
    linked the Intuit account to the company file you
    will be able to see the User ID prompt. The email
    address might not be yours, so might have to
    replace yours and then continue by entering the
    password.

9
Winding up!
  • You by now should be able to access QuickBooks
    Files with one Intuit Account. However, if you
    still face any trouble in accessing QuickBooks
    Company Files, then contact our certified
    QuickBooks desktop support experts at
    1-800-615-2347.

10
Source https//qbstechsupport.alboompro.com/p
ost/how-to-resolve-beginning-balance-issue-in-quic
kbooks-desktop?post_editingtrue/
Write a Comment
User Comments (0)
About PowerShow.com