Wish to learn the process to access QuickBooks desktop files with one intuit account? Well, we are here to help you in that case. When creating or connecting an intuit account to the QuickBooks desktop company file, it gives an extra layer of security and protection, and also secure, single login for access to all Intuit’s products. This also includes payroll, payments, time tracking, and much more.
And furthermore, it allows access to new features and benefits for payroll, payments, time tracking and more, which might demand extra layer of security. Get in deep by reading this segment carefully. Or else you also have an option to connect with our tech professionals using our dedicated support line.
Steps for accessing QuickBooks desktop files with one intuit account
It should be noted that there would be different scenarios and the steps should be performed accordingly.
Scenario 1: If you sign into the company file with a request to set up the intuit account
If this is the option that you see, then your client will have to link their account to their company file.
If you are an accountant reviewing the client’s file, then go for the non-admin option. Select non-admin only if you manage the company’s financial actions on the admin’s behalf and go for the continue tab. QuickBooks will close the intuit account promptly. After the time span of 14 days, you would have to sign into the file again in order to work on it
Just in case you are an accountant that does everything for the client, then you go for the admin option. This isn’t the standard though. Choose 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 choose the continue tab. You need to then enter the Intuit account password later on and hit the ok tab.
Scenario 2: No prompt for intuit account setup or login
Just in case you aren’t asked for Intuit account setup or login, make sure to continue using the company file as normal.
Scenario 3: If you are asked to sign into the Intuit account after you sign in to the company file
In such case, it is suggested to ask your client to approve your QuickBooks access, if you want to access your client’s info. After this, you will be able to see the User ID prompt, if the client has already linked his/her intuit account to the company file. However, if the email address that is present isn’t yours, then make sure to replace it with the right one. Choose the continue tab and enter the password. If you are signing in with your Intuit account credentials for the very first time, then your client will have to approve the access. Go for the ok tab and tell your client to approve the access.
Accessing QuickBooks desktop files with one Intuit account involves some basic steps, that we have tried to mention in this particular segment.
For some reason, if you aren’t able to access QuickBooks desktop files with one Intuit account, then in that case reaching out to our QuickBooks desktop support professionals is the next best option available. You can simply get on a call with our tech geeks at 1-800-615-2347, and let them take over the situation.