cancel
Showing results for 
Search instead for 
Did you mean: 
wendy-somers99
Level 1

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

Husband user not doing books any more. Wife user taking over books. Don't want to pay for multiple users. Banking downloads not working with trying to work around two users.
7 Comments 7
Ashley H
QuickBooks Team

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

Good morning, @wendy-somers99.

 

You can manage your Users through CAMPs (Customer Account Maintenance Portal) for QuickBooks Desktop.

 

If you need to change the Primary Contact, I've provided the steps below on how to do this with ease:

  1. Log in to CAMPs as the Primary Contact.
  2. Scroll down to the Primary Contact section and press Change.
  3. Select the new Primary Contact from the list of contacts on the account.
  4. Hit Save and Close.

Here's how to remove a User from your account:

  1. Log in to CAMPs as the Primary Contact.
  2. In the Manage your QuickBooks page, choose the product or service you'd like to manage.
  3. In the top-right, check if you're opening the correct account.
  4. Scroll down to the Authorized Users section.
  5. From the list of contacts, click the name of the User you need to Delete or Remove.
  6. At the bottom of the User's Contact Info, hit Remove User.
  7. In the Confirmation window, press Remove.

After managing the User Access, please look at your Bank's transactions. If the issue persists, leave me a Reply with details of the error message or a screenshot of the behavior. I'd be happy to assist you further on that matter.

 

I'll keep an eye out for a response. Have a beautiful day!

wendy-somers99
Level 1

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

Thanks for your reply.  Let me clarify my original question.  We bought a new computer.  Originally the new QB that we have was set up under my husband's profile which has all of his personal email and info.  The new computer is going to be solely for my use, so I set up a profile and made myself the administrator.  Under my profile, when I use QB, I am unable to download the banking transactions bc the downloads will only work under my husband's profile.  Is there something I can do to make QB work under my profile?  How can I safely delete it under his profile without deleting the entire QB from the computer?

wendy-somers99
Level 1

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

I did try the solution you came up with and this did not work.  I just tried to do the bank downloads again and took this screenshot.

 

 

MirriamM
Moderator

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

Hello again, wendy-somers99. Thanks for the clarification.

 

When setting up users in QuickBooks Desktop, there are restrictions which are dependent on what role you have. 

 

To get this resolve, you can edit the permissions assigned on your role and allow access for bank transactions. 

 

You can refer to this article for more detailed information: QuickBooks Desktop Users and Restrictions.

 

If you need help with anything else, you can always post here in the Community. We’re always ready to help.

wendy-somers99
Level 1

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

Thanks for trying to help.  I am the admin. and only user of QB in our house.  I don't have any restrictions.  There wasn't anything for me to change listed there?

JoesemM
Moderator

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

Thanks for getting back to us, @wendy-somers99.

 

Let's ensure that your QuickBooks Desktop is up-to-date, so you always have the latest release and fixes. You can do it automatically or manually.

 

Here's how to set up automatic updates:

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Go to the Update Now tab. 
  3. You can select the Reset Update checkbox to clear all previous update downloads.
  4. Tap Get Updates to start the download.
  5. Restart QuickBooks once finished.
  6. When prompted, accept the option to install the new release.

To do manual updates:

 

  1. Close your company files and QuickBooks.
  2. Open the Windows Start menu.
  3. Search for QuickBooks Desktop and Run as administrator.
  4. On the No Company Open screen, go to the Help menu and select Update QuickBooks Desktop.
  5. Go to the Options tab. Click Mark All and then hit Save.
  6. Go to the Update Now tab and choose the Reset Update checkbox.
  7. When you're ready, select Get Updates.
  8. Close and reopen QuickBooks Desktop. 
  9. Hit Yes to install the updates.
  10. When the install finishes, restart your computer.

 

Once done try to download again your bank transactions. However, if you encounter banking errors, you can refer to this article: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop. It provides steps on how to resolve common banking issues in QuickBooks Desktop.

 

I'll be here to lend you a hand if you ever need assistance again in the future. Take good care.

 

claab2021
Level 1

How can I change QB user on same computer with two separate user logins via Windows 10? Bank download issues now. Delete QB on one user?

Wendy I have the same issue and they are not understanding your problem.  I also have 2 on my laptop and can't get it over to my profile.  I continually have to go to my bosses and driving me nuts.  But I just left it that way.  Love to know if you ever got it.  It's not the issue in quickbooks so support knows.  It's an issue on our computer profiles through microsoft!!!!!

Need to get in touch?

Contact us