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Admin Company file login. The Admin user has full rights to give other users access and permissions to work in the QuickBooks Company file. Restrict Admin Company file login. When it comes to accessing the QuickBooks Company file, the Admin user login should be restricted to the individual s responsible for adding other users, and granting them specific permissions while working in the file.
Recommend each user have their own Company file login. All too often, the Admin user login credentials are shared among multiple users who all access the same Company file. Excellent security controls for a QuickBooks Company file login would dictate that each user have their own login credentials and not share the Admin user login details.
Of particular importance is the Audit Trail that assigns the name of the user to added or modified transactions.
QuickBooks users have recognized the importance of the Admin login for the Company file. Definition: What is an Intuit account? Think of it this way: On your mobile device, you create a pin or passcode to secure access to using the mobile device.
Separately, you enter additional user credentials to access app functions on your mobile device, making the app functions and mobile device more secure. Similarly, login to the QuickBooks Company file gives you access to basic QuickBooks features, such as creating an invoice or paying a bill.
Same Intuit account User ID and passwords can be used to manage your assets and connected services across all of the Intuit offerings you use. Benefit: There is now an added level of security when managing access and permissions to QuickBooks Desktop and connected services.
Requirement: Currently, QuickBooks Desktop users will find an Intuit account is mandated for the following scenarios:. Step 2: Having logged into the QuickBooks Desktop Company file with the Admin user credentials, the Intuit account window displays the following prompt:. If you already have an Intuit account for this email, enter the password. Skip to step 6. Step 4: If you do not have an Intuit account for this email, click Create an account in the lower part of the displayed window.
Step 5: Follow the prompts to create a new Intuit account. Be certain to use an email and phone credentials to which you have access. When logging into your Intuit account you may be prompted to verify your identity with multi-factor authentication. Step 6: The Intuit account window closes after you successfully login to your existing Intuit account or newly-created Intuit account. This account login is now considered the Primary Admin for the Intuit account.
Note : Save your Intuit account Primary Admin credentials. The QuickBooks Desktop file will require that you log back into the Intuit account, detailed in the steps above, every days. Note: This invitation does not give the user access to the QuickBooks Desktop Company file; instead it gives them access to selected connected services in use by the QuickBooks Company file.
Step 3: The Intuit account user management dashboard displays. The Users tab displays details about the Primary Admin and lists any invited users. Step 4: Optionally, click the Roles tab to preview the description of the Roles offered, so you can decide the best role to assign to a new user. Step 5: From the Users tab, select the Add User.
Select from the Available roles subject to change as more connected services are offered and click Add in between the Available Roles and Assigned Roles. Then, click Add user. Step 7: QuickBooks displays a message that an invite was sent detailing the role s assigned and the QuickBooks Desktop Company file name.
Click OK to close the message. Step 8: The Intuit account User Management dashboard shows the added user s with a status of Pending. Note: The same Intuit account user management dashboard can be accessed online by clicking here. Note: this invitation does not give the user access to the QuickBooks Desktop Company file, but instead gives the user access to selected connected services in use by the QuickBooks Company file. Step 1: Invited user opens the email invitation.
Step 2: Invited user, who has 30 days to accept the invitation, clicks the Accept invite button in the email. The Intuit account Primary Admin can resend the invite if needed. Step 3: Invited user will be directed to the Sign In window to create or sign into their own Intuit account.
If creating a new Intuit account, the invited user should use an email and phone credentials to which they have access. Step 4: To complete the login to their Intuit account, the invited user will select a method to verify their identity and then will be prompted to type the 6-digit code.
Then click Continue. Step 5: A Success! Step 6: Invite accepted message displays. Click OK. Step 7: Intuit account for the invited user displays listing his or her role s.
Step 9: The user is now successfully invited to the named company and can use connected services for the QuickBooks Desktop company file, such as the new QuickBooks feature, Receipt Management. Step 2: If days have passed, you may be prompted to login again to the Intuit account as the Primary Admin. The window will display Primary admin in the top right. To the right of the selected user click the drop-down menu and choose to Edit or Delete the selected User.
When editing a user, roles can be added or removed. QuickBooks Cash is now QuickBooks Checking: The business bank account with no monthly fees, fast payments, and seamless accounting. New and improved features in QuickBooks Desktop This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business.
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By Laura Madeira. Intuit account Definition: What is an Intuit account? When an existing QuickBooks Desktop Company file is opened using the Admin credentials, and no Intuit account is associated with the file, the QuickBooks user will be prompted to login or create an Intuit account.
Pro and Premier users may choose to delay this action for up to 28 days and QuickBooks Enterprise users up to Intuit account step-by-step Click below to watch a short video of the process. Manages users and their permissions for accessing the QuickBooks Desktop Company file. Enter the email you have or want to associate with the Intuit account for this QuickBooks Desktop Company file.
Skip to step 3 below. QuickBooks closes the Intuit account prompt and will remind you again in 7 days. Invite additional Intuit account users and assign roles Note: This invitation does not give the user access to the QuickBooks Desktop Company file; instead it gives them access to selected connected services in use by the QuickBooks Company file. Invited User accepts email invitation to join Intuit account Note: this invitation does not give the user access to the QuickBooks Desktop Company file, but instead gives the user access to selected connected services in use by the QuickBooks Company file.
Adds users and assigns permissions for accessing the QuickBooks Desktop Company file. Summary This article has covered a lot of details. Related Articles. What's New 8 reasons to love QuickBooks in December 21, Important offers, pricing details and disclaimers This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business.
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After year one, your debit or credit card account will automatically be charged on an annual basis at the then current annual subscription fee, until you cancel. Offer may not be combined with any other QuickBooks offers. Limit 5 intuit quickbooks desktop pro customer. To cancel your subscription, call Subscription plans require Internet access, product registration, and an Intuit account.
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