Quickbooks online and Quickbooks desktop

It's good to see you here in the Community, @RGKH7.

Let's get your QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) Intuit account separated so you can get back to working order.

Please know that using the same email address when setting up your QBO and QBDT subscriptions will show under one Intuit account. To separate them, you'll have to use a different email address for your QBO subscription. Then, delete the one showing on your personal Intuit account.

First off, you'll have to add your new email address to your QBO account. Here's how:

1. Click the Gear icon, then select Manage users.
2. Select Add user.
3. Choose Admin as the user type, then select Next.
4. Enter the username and the new email address.
5. Click Save.

Once done, you'll need to transfer the master admin to your new email address. Please be guided to the steps below:

1. On the Manage users page, select the admin user you just added.
2. Click the arrow down ▼ beside Edit, then select Make primary admin. To confirm the action, you'll need to enter the verification code sent to your email address. Then, select Continue.
3. Select Make primary admin again to confirm the change.
4. Sign out of QuickBooks.

After transferring the master admin to your new email address, you can now delete the one showing on your personal Intuit account. Let me guide you how.

1. Open your QBDT company file.
2. Go to the Company menu, then select Users and choose Intuit Account User Management.
3. Select the connected email address to your QBO account. 
4. Then, from the Select drop-down, choose Delete.
5. When you’re done, click Save. 

I'm adding these articles for more guidance:

• Add and manage users in QuickBooks Online.
• Change the primary admin user in QuickBooks Online.
• How to edit or delete a user’s Intuit account or role.

In the future, you might also want to read these articles to learn how to update your subscription and billing information in QBO and QBDT:

• Manage billing, payment, and subscription info in QuickBooks Online.
• Change, manage, or update your Intuit account with CAMPs.

Should you need any assistance managing your QBO and QBDT account, I'm available here to help any time!

Thank you so much for your reply.   I do have a few more questions.

1)  QBO is already showing in two separate Intuit business accounts.  When I delete from one of the accounts, will it delete from the other?  If not, then I think all I should do is delete from one of the business accounts to correct the QBO problem.   Is this correct?

2)  QBDT is also showing under an Intuit Account for the business.  (I have a personal Intuit Account, but the QBDT does not show under the personal Intuit Account.)  The account shows me as an "authorized user" and not as the "primary contact".  This is really confusing since I purchased the QBDT personally and only use it for my personal transactions.   How can I correct this without having to send paperwork to Intuit?   I really don't know why Intuit would need my driver's license since I purchased QBDT through Best Buy for my personal use.   I have been using QBDT for over 10 years and have never had to submit paperwork to use the product I purchased.   

3)  Since I purchased QBDT as a CD, I guess I could uninstall QBDT on my personal computer and then reinstall QBDT and restore my data.  Would this work?

I'm sure that I somehow mistakenly created this problem and really appreciate your help to correct it.

Hello there, @RGKH7.

Thanks for getting back to us and for sharing some additional information.

To answer your first question, yes, that is correct! All you need to do is to delete it from one of the business accounts to fix the QuickBooks Online (QBO) issue. You can follow the detailed steps shared by my colleague above for further guidance.

For your second question, since it is showing you as an authorized user and not the primary contact, it'll be best to contact our Support team again. I know you already called but they're the ones who can pull up and check your account in a secure environment. One of our Support can review your case notes to further assist you.

Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

As per your third question, may I know why you'd uninstall/reinstall your QBDT? Any additional information will help me provide the best resolution.

Please click the Reply button below to add more details or if you have any other concerns. I'm always here to help!

Thank you for your response.   The reason I asked about uninstalling and then reinstalling my QBDT is to correct the "user" designation.   If I reinstall my QBDT, would I be allowed to set up my user designation correctly?   I purchased the QBDT and I should have complete access to it.  

Thank you for your help.

Thanks for getting back to us, @RGKH7. 

Let me share some information about user access in QuickBooks Desktop (QBDT).

I understand you want to uninstall and reinstall your QBDT to correct the user designation. However, doing this may not affect the user access rights. 

The user access or the user list comes with the Company file setup. To get admin access to your QBDT account, the master admin needs to transfer the role to you or another QuickBooks user. 

When transferring the Master Admin access, you'll have to ensure that the user is already added as a Company Admin. 

When the person who has the master admin account is no longer available, I'd recommend reaching out to our Customer Care Team by following these steps: 

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Enter a brief description of your issue, then select Let's talk.
5. Choose a way to connect.

On the other hand, here's how you can add a new user to access your company file: Create and manage roles in QuickBooks Desktop Enterprise.

If you have any other questions about user access, please let me know by adding a comment below. I'm more than happy to help. Keep safe!