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Access and manage your personal data from your Intuit Account

SOLVEDby QuickBooks58Updated 1 month ago

Learn how to access your Intuit Account and download your personal data.

Your Intuit Account lets you download your personal data safely and easily for all of your QuickBooks Online, TurboTax, and Mint products. We’ll show you how to get your data, view the files, and view recent activity on your account.

Download your data from the Intuit Account Manager

  1. Sign in to the Intuit Account Manager.
  2. Select Data privacy.
  3. Select Download.
  4. Select Continue to confirm. Requests usually take up to 15 days. How long it takes depends on the size of your request. You won’t be able to send another download or delete request during this time.
  1. Go to the Intuit Privacy site.
  2. Select Manage your data.
  3. Select Help me find my data.
  4. Complete the form with your information, then select Continue.
  5. You'll receive email(s) with any Intuit Accounts or data.
  6. Follow the provided additional steps to confirm your identity.
  7. Manage your preferences and data as desired.

Open your downloaded data

Here's a list of potential file names, as well as a description of what each includes. Depending on the data we have for you, you may see some or all of them. If this doesn’t seem right, double-check if you entered your info correctly and request your data again.

  • preparerinfo.txt - Contains personal info of tax preparer.
  • analytics_grp1.json - Contains first grouping of data, each set containing a small description for what the data pertains to.
  • analytics_grp2.json - Contains second grouping of data, each set containing a small description for what the data pertains to.
  • firms.txt – Contains firm info.
    • Examples: Firm name, contact and ERO info

Once you've downloaded your personal data safely and securely from the Intuit Account Manager, use the instructions below as needed to open the files and view them in a way that’s most helpful to you.

If you were sent a zipped file (a file is typically zipped, or compressed, to decrease its size and make it easier to transfer), unzipping the file is typically quick and easy. See the support article for your device:

If you were sent a file in a .json format, you’ll need to use the correct application to review its content. Do the following:

  1. Right-click on the .json file and select Open with.
    • Windows: Select Notepad from the list of apps.
    • MAC: Select TextEdit from the list of apps.
  2. The file should now open in the selected app.

You can improve the readability of your data by wrapping its text. This is a feature that automatically moves a word that is too long to fit on a line to the beginning of the next line. To take advantage of this feature, follow the steps pertaining to your device:

Windows:

  1. In the Notepad app, go to Format and select Word Wrap.
  2. The text now wraps within the Notepad window.

Mac:

  1. In the TextEdit app, go to Format and select either:
    • Wrap to Window – Wraps text within the TextEdit window.
    • Wrap to Page – Wraps text within the page margins.
  2. The text now conforms to the selected format.

You can easily use Google Docs to open and view or edit an .xlsx file. Refer to Google's article, Switch from Excel to Sheets.

You can permanently delete your Intuit Account and all of your data from the Intuit Account Manager.

Important: Your data includes personal data you’ve shared with Intuit. Once your data is deleted, we won’t be able to get it back for you.

  1. Sign in to the Intuit Account Manager.
  2. Select Data privacy.
  3. Select Delete.
  4. Select Continue to confirm. Requests can take up to 90 days. During this time, don’t create a new Intuit Account using the same email address, or the new data may also get deleted.

Need to start over with a new QuickBooks Online company? Follow these steps to start fresh.

The Account activity page lets you see recent sign-ins and their location. This helps you to detect suspicious activity on your account.

  1. Sign in to the Intuit Account Manager.
  2. Select Sign in & security.
  3. Select Account activity.

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