Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Intuit

Set up and use Intuit account user management

Learn how to manage Intuit account users associated with a company file. 

When you create a new company file, you’ll need to use an Intuit account to sign in. The same is true if you use a connected service like Payments, Payroll, Receipt Management, or TSheets. 

Using an Intuit account is different from your QuickBooks company file login. Using a QuickBooks company file login gives access to basic features like creating an invoice or paying a bill. Whereas using an Intuit account gives you access to all connected Intuit services for your company file. Once you sign in, you can manage user roles and access to connected services from the Intuit account user management dashboard.

Intuit account user management is different from the Customer account Maintenance Portal (CAMPs) and your One Intuit Identity. You’ll still use CAMPS to manage all your account maintenance related info like your subscription, payment methods, and product downloads. To view or change sign in info, personal info, data and  privacy, you’ll use your One Intuit Identity. If you need to transfer the primary admin role for the company file to another user, here’s what to do.

How to invite Intuit account users and assign roles

Here’s how to invite users to create an Intuit account so they can use Intuit services like QuickBooks Payments, Payroll direct deposit, Payroll Workforce, TSheets time tracking by QuickBooks, Receipt Management, and more.

From QuickBooks Desktop

  1. Sign in to your QuickBooks company file using the admin user credentials associated with it. 
  2. Go to the Company menu, then Users and select Intuit Account User Management.
  3. To add a new user to the file, select Add user. To see a list of the available roles, select the Roles tab. 
  4. Enter the User’s email.
  5. Select the user’s role from Available roles, then select Add
  6. When you’re done, select Add user
  7. QuickBooks displays a message of the invite status with the role(s) assigned and the QuickBooks Desktop Company file name. Select OK to close the message.
  8. The Intuit account user management dashboard shows the added user(s) with a status of Pending. Once the user accepts the invite, their status will become Active.

If you need to add users to multiple company files, go to the main menu and select the dropdown ▼ next to your email, then select Change company.

From a web browser

  1. Sign in to your Intuit account
  2. Select the company file you wish access to, then select Continue
    Note: If your company file isn't shown, you may need to ask your admin to send an invite.
  3. To add a new user to the file, select Add user. To see a list of the available roles, select the Roles tab. 
  4. Enter the User’s email.
  5. Select the user’s role from Available roles, then select Add.  
  6. When you’re done, select Add user
  7. QuickBooks displays a message of the invite status with the role(s) assigned and the QuickBooks Desktop Company file name. Select OK to close the message.
  8. The Intuit account user management dashboard shows the added user(s) with a status of Pending. Once the user accepts the invite, their status will become Active.

If you need to add users to multiple company files, go to the menu bar and select the dropdown ▼ next to your email, then select Change company.

How to edit or delete a user’s Intuit account or role

  1. Sign in to your QuickBooks company file using the admin user credentials associated with it. 
  2. Go to the Company menu, then Users and select Intuit Account User Management.
  3. Select the user, then from the Select dropdown choose either Edit or Delete depending on what you need to do. 
    1. You can also search for a user by entering their email in the Find by email search box or select the email or status column to sort and find a user. 
  4. With the user selected, you can select an Assigned role, then select Remove so the user no longer has access to a role. 
  5. When you’re done, select Save
  6. QuickBooks displays a message that the user's role was updated. Select OK.
  7. The Intuit account user management dashboard shows the users updated role with a status of Active.

How to accept an Intuit account invite

When you’re invited to create an Intuit account, you’ll need to respond to the invite within 30 days before you can sign in. Here’s what to do.

  1. Check the email that received the invite. 
  2. From the email invite, select Accept Invite and sign in using your Intuit account email or user ID. 
  3. If prompted, select a method to verify your identity and then type a 6-digit code and select Continue.
  4. QuickBooks will make sure you’ve accepted the invite. Select OK.

Your role will be active and can now access services connected to the company file.
Learn more about using Intuit account user management.

Was this helpful?

You must sign in to vote, reply, or post
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us