Learn how to access and manage your clients files with your One Intuit account.
When you create or connect an Intuit account to your QuickBooks Desktop company file(s), it gives you:
- An extra layer of security and protection.
- Secure, single login for access to all of Intuit’s products. This includes Payroll, Payments, Time tracking, and more.
- Access to new features and benefits for Payroll, Payments, Time tracking and more, which may require an extra layer of security.
What this means for accountants
Ask your client to add you as an External Accountant user in their file. You’ll be able to sign-in with the External Accountant credentials and won't get Intuit account prompts.
If you don’t use an Accountant edition of QuickBooks with a company file you get from your client, you might see one of three scenarios. You’ll only see the first two if you sign-in to your client files as the Admin.
Scenario 1: You’re asked to sign in to your Intuit account after you sign in to the company file.
As a best practice, ask your client to approve your QuickBooks access. You don’t want to use your client’s info.
You’ll see the User ID prompt if your client has already linked their Intuit account to the company file. If the email address you see isn't yours, replace it with yours. Select Continue and enter your password.
The first time you sign in with your Intuit account credentials, your client needs to approve your access. Select OK and tell your client to approve your access.
Scenario 2: You successfully sign in to the company file with a request to set up the Intuit Account.
If you see this, your client needs to link their Intuit account to their company file.
If you’re an accountant reviewing your client's file, you’ll want to select Non-admin. Select Non-admin if you manage the company’s financial actions on the admin’s behalf and then select Continue. QuickBooks will close the Intuit account prompt. After 14 days, if you need to work in the file again it will remind you to sign in again.
If you’re an accountant that does everything for your client, you might want to choose Admin. (This isn’t standard. Only choose this option if you own/manage the company and its financial actions.) Select Admin, if you manage the company and its financial actions. Then enter your email address and select Continue. Enter your Intuit account password and then OK.
You’ll now be able to work in the file.
Scenario 3: No prompt for Intuit account setup or login
If you aren't asked for Intuit account setup or login, you can continue to use the Company file as normal.