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Invite Intuit Account users to QuickBooks Desktop for Mac

SOLVEDby QuickBooks4Updated September 26, 2023

Learn how to add an Intuit Account user to your company file.

You’ll need an Intuit Account to sign in and connect your products.

An Intuit Account is different from your QuickBooks company user ID. A QuickBooks user ID gives access to basic features. You can create an invoice or pay a bill. The Intuit Account gives access to all connected Intuit services for your company.

Invite a new Intuit Account

  1. Select QuickBooks, then Settings.
  2. Select Intuit Account.
  3. Sign in with your admin Intuit Account credentials.
    Note: Use an Administrator's Intuit Account when you sign in as the Admin.
  1. Select Invite User.
  2. Enter the user’s email and name.
  3. Select Send Invite.

The account shows as pending until they accept and then will show as user. They’ll be able to sign in to the company file and connect to their Intuit Account.

If they try to connect to their Intuit Account without the invite, they’ll receive an Access Required dialog. The admin can resend the invite or can delete a user to remove access.

Assign a new primary admin

The primary admin has the highest level of permissions. You can transfer the primary admin role to another user who has an Intuit Account admin role.

  1. Sign in to the company file as the primary admin.
  2. Select QuickBooks, then Settings.
  3. Select Intuit Account.
  4. Find the Intuit User you want to make the primary admin.
    Note: If they have a user role, you must first promote them to Admin. Select Action and then Grant Administrative Privileges.
  1. Select Action and then Make Primary Administrator.
  2. Select Transfer.
  3. Ask them to select the link in the invitation email to become the primary admin.

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