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JK Bookkeeping
Level 3

Two-factor no longer have access

The former bookkeeper for a client of mine has two-factor turned on with her phone and email and is no longer reachable.  I have the regular log-in information and am able to access through accountant version.  We need to be able to directly sign in but can't because of the old two-factor information.  I was told this phone/email is separate from what we have added as contact information.  

 

Does the form to change phone affect this two-factor phone number and if not, what is our next step? 

4 Comments 4
SashaMC
Moderator

Two-factor no longer have access

Thanks for connecting with the QuickBooks Community JK Bookkeeping! For this situation, you would need to go ahead and do the Primary Change Request form so you can directly sign in and remove that two-factor information. No need to worry if they are unreachable. Our team can still assist you! The link below contains the form to complete, and it will ask you for other information to start the process. Once we receive the information, our team will email you a status update.

 

 

If you need clarification at any time during the process, don't hesitate to let us know. My team and I are here, ready to lend a helping hand. See you later! 

 

JK Bookkeeping
Level 3

Two-factor no longer have access

Thank you!

JK Bookkeeping
Level 3

Two-factor no longer have access

I actually have a follow-up question.  When I view users in accountant view, I already am listed as primary admin.  Is this still the correct link to change just the two-factor part of it?

ChristieAnn
QuickBooks Team

Two-factor no longer have access

I appreciate you for coming back to the thread and adding additional questions about your concern, JK Bookkeeping. I'll ensure you can change the two-factor in the right place by following the steps below.

 

Managing user access and organizing two steps verification have their own separate platforms. There are several features and functions that work differently and are meant to work independently. With this, the section to change the two-factor isn't from the Manage user page, instead, you can sign in o your Intuit account and update the details from there.

 

Here's how:

 

  1. From the left menu, choose Sign In & Security.
  2. Under the Phone section, tap the Verify link. Then, hit Change.
  3. Enter your new phone number, and then click Save.

 

Additionally, please know that the verification code is normally sent to your recent mobile phone number either through text message or voice call. 

 

Also, with the above steps you're able to turn off the Two-step verification by switching to Turn off. To learn more about the verification process, check out this guide: Verify your account with multi-factor authentication.

 

Lastly, you can refer to this article to see details on how you can manage user roles and limit their access to specific tasks in QBO: User roles and access rights in QuickBooks Online.

 

Keep me posted if you still have questions or concerns about managing QuickBooks access or verification in QBO. I'm always around to assist you. Take care and have a lovely day ahead, JK Bookkeeping.

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