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Upload or download files with Intuit IDX portal

by Intuit• Updated a day ago

Learn how to upload or download your file(s) to and from the Intuit IDX portal.

Sometimes, to help you faster, Intuit needs a file from you. We’ll walk you through how to upload your file to us.



Contact Intuit for your PIN

To send us your file, you’ll need a secure Personal Identification Number (PIN). If you don’t have a PIN, contact us to request one. The PIN will be sent to your email and it expires after 24 hours. 



Upload your files

  • You can upload your file in any of the following supported formats:
    • PDF: .pdf
    • Microsoft Word: .doc, .docx
    • Microsoft PowerPoint: .ppt, .pptx, .pot, .potx
    • Microsoft Excel: .xls, .xlsx, .xlsm, .xlsb
    • Text/Rich Text: .txt, .rtf
    • Desktop: .QBW, .QBM, .QBA and .QBB
  • If you have to send us your QuickBooks Desktop data file, make sure to make a backup.
  • If you upload a file with the same name as an existing file, it'll overwrite the original one. Change your file name or create a folder instead.
  1. Open the IDX portal secure web link to upload your file.
  2. Enter the case number in the Case field, the Email associated with the account you need help with, and the PIN given by your Intuit expert.

Note: Only authorized users or contacts can upload or download files using the IDX portal. If you’re not listed as an authorized user or contact, have your Primary Admin add you to the account.

  1. Accept the Terms of Service and select Sign In.
    • If you’re already logged in to your QuickBooks Online account, the IDX portal will automatically launch after you select Sign In. If not, sign in using the Intuit credentials associated with the QuickBooks Online account you need help with.
    • If you have forgotten your user ID or password, recover your access using your verified phone number or email address.
  2. Once signed in, you can upload your file by selecting:
    • Create folder: If you want to organize your files into a folder. 
    • Add documents: From the Add documents ▼ dropdown, select Upload from this device or Add from mobile device.
  3. Browse your computer or mobile device and select the file you want to upload.
  1. Open the IDX portal secure web link to upload your file.
  2. Enter the case number in the Case field, the Email associated with the account you need help with, and the PIN given by your Intuit expert.

Note: Only authorized users or contacts can upload or download files using the IDX portal. If you’re not listed as an authorized user or contact, have your Primary Contact add you to the account.

  1. Accept the Terms of Service and select Sign In.
  2. Sign in using the Intuit credentials associated with the QuickBooks Desktop account you need help with. If you have forgotten your user ID or password, recover your access using your verified phone number or email address.
  3. Once signed in, you can upload your file by selecting:
    • Create folder: If you want to organize your files into a folder. 
    • Add documents: From the Add documents ▼ dropdown, select Upload from this device or Add from mobile device.
  4. Browse your computer or mobile device and select the file you want to upload.


Download your files

When the Intuit expert sends a file while you’re on the line, select Refresh to see the document, then download it. If you choose to download the file later, follow these steps when you’re ready to access it.

If you need a PIN, check your email for the one we sent. If it's not working, contact us.

  1. Open the IDX portal secure web link to download your file.
  2. Enter the case number in the Case field, the Email associated with the account you need help with, and the PIN given by your Intuit expert.
  3. Accept the Terms of Service and select Sign In.
    • If you’re already logged in to your QuickBooks Online account, the IDX portal will automatically launch after you select Sign In. If not, sign in using the Intuit credentials associated with the QuickBooks Online account you need help with.
  4. Once signed in, you’ll see the list of documents available.
  5. Select the document you want to view or download.
  1. Open the IDX portal secure web link to download your file.
  2. Enter the case number in the Case field, the Email associated with the account you need help with, and the PIN given by your Intuit expert.
  3. Accept the Terms of Service and select Sign In.
  4. Sign in using the Intuit credentials associated with the QuickBooks Desktop account you need help with. If you have forgotten your user ID or password, recover your access using your verified phone number or email address.
  5. Once signed in, you’ll see the list of documents available.
  6. Select the document you want to view or download.

Upload and download files from Data Services

  • If you send your company file to Data Services, don’t enter any data in your file on your computer. If you do, you’ll need to add the info again when we send it back to you.
  • If available, download the "Readme.docx" file. This file has info you'll need to use to access your fixed file. Save both downloads where you want to store the file.
  • If you're on a network or a server, restore the file locally before you save it to its host location.
  • Your data file may end with .qbm. It's a compressed copy of your file. You can convert the file if you need to.

Note: Make sure to download your data files as they are removed from the portal and server after 20 days.