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Melissa02575
Level 2

Setting up intuit accounts for multiple clients

Hello fellow pro-advisors...QB Accountant DESKTOP... I have multiple company files on my computer that only I have access to and do all of the accounting .I want to set up some of the companies up to use QB payments. QB time etc.  I dont understand how I set them up for using QB payments, from what I understand the company file needs its own intuit ID. What is the best way to go about setting up all of my company files with intuit accounts?  I want to be able to set all of my company files up to start taking QB payments. Is there a way to do this with out setting setting up a new email addresses for each company?  I assume there is another way.. How have the rest of you handled this.   I have been working on this with intuit support for over a week now, I have 4  - 5 different case files  and doesn't appear anyone there can help me, as I have been trying to set up an existing company file with a intuit account, as they do not have one, and it just will not work and Intuit should be  embarrassed by their inability to help me, the only thing I am think of is maybe I am going about it the wrong way, and there is an easier way.. SO I am reaching out to you ... HELP!!!!!!!!!!!!!!

 

5 Comments 5
Kurt_M
QuickBooks Team

Setting up intuit accounts for multiple clients

Thanks for reaching out here in the Community, @Melissa02575.

 

First off, I appreciate the effort you've put into this. Since this has something to do with checking the account, I recommend contacting our QuickBooks Desktop support team. Let them know about the situation. This way, a representative from QBDT can check your account and provide the best possible solution to get you back on track and integrate QuickBooks Time and QuickBooks Payments to accounts you'll be setting up. To begin, here's how:

  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.

Additionally, here are some articles to help you in the future:

I'll be here if you need me to assist you with your QuickBooks-related queries. You can notify me by clicking the REPLY button below. Keep safe! 

 

Melissa02575
Level 2

Setting up intuit accounts for multiple clients

I have called and have been on the phone with support for hours -  4 different days   They have been useless.  I dont think they understand.  It has gotten so bad, it is pathetic.  I contacted them started the middle of last week, still not resolved.   Let me remind you I contacted them as I was unable to set up an intuit account for a company file,  after 4 case numbers and multiple calls, I asked to be escalated, as there has to be an issue either with the email or the company file.  The email I get last night for the solution... The problem regarding you are unable to log in , is the company file does not have an intuit account, please set up an intuit account for the company file.  My problem is not logging in I can even get the friggin intuit account set up!!!!! Seriously.. I was absolutely speechless, so I reach out to the community for help.. as I am not getting it from the Pro Advisor support. 

Fiat Lux - ASIA
Level 15

Setting up intuit accounts for multiple clients


@Melissa02575 wrote:

what I understand the company file needs its own intuit ID. What is the best way to go about setting up all of my company files with intuit accounts?  I want to be able to set all of my company files up to start taking QB payments. Is there a way to do this with out setting setting up a new email addresses for each company? 

 


@Melissa02575 

You are correct. There is no other way about it. Ask each of your clients to create a shared email address and link it to each company file you help set up. You don't need to bother creating your own email address for this purpose. When the setup is complete, your client can change the password or replace the email address with another email address.

Melissa02575
Level 2

Setting up intuit accounts for multiple clients

I have been trying to set up an intuit account for 1 of my company files and it just wont let me, I dont know if it doesnt like the email address or what the problem is, but QB Support has been useless help me.  I have been a certified proadvisor for over 20 years it is a little frustrating to say the least.  Any ideas? 

jedouvillewy
Level 1

Setting up intuit accounts for multiple clients

Melissa,

   I to am an owner of multiple companies and do the accounting for them.  I believe the only way to set it up is to purchase the accountant software for multiple clients.  Even though, individually you should be able to do it.  Otherwise if you set it up with each client - you will not have access to their email if an issue with Quickbooks arises to get support.  Believe me, I have been through it.   I still have not found an optimal solution.  Right now I cannot even separate the companies - and the Quickbooks support for Desktop is abysmal.  I am trying to figure out a way to just separate my companies and pay individual payments in the companies to assign them separately. I believe I will have to re-pay for whichever QB module I would like, start a new company and then import the info into the company file.  Then update the payroll module into the new company (if possible).  I haven't tried it yet - because I don't want to lose any midyear company info.  I'll let you know how it goes at the end of December.

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