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jeremymessage
Level 1

How can I be a super admin on my online account? I have the self-employed online quickbooks version. I need super admin status to integrate with a 3rd party bank (Brex).

 
4 Comments
jamespaul
QuickBooks Team

How can I be a super admin on my online account? I have the self-employed online quickbooks version. I need super admin status to integrate with a 3rd party bank (Brex).

Hello, jeremymessage.

 

I'll help you out in connecting your Brex bank account in QuickBooks Self-Employed. 

 

You can still add any bank account without an admin status. If you have an accountant added, both of you can connect the Brex bank account. The same can be said if you're under an accountant firm. 

 

To add an account: 

 

  1. Go to the Transactions tab.
  2. Click the arrow icon beside the Add transactions button.
  3. Select Add account
  4. Search for Brex then continue the steps to add it. 

 

addbank1.PNG

If you need a quick reference, you can check this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

After bringing your transactions in, you can start categorizing them for your estimated taxes. 

 

Need help managing your Self-Employed account? Do let me know in the reply section below. I'm here to help. 

jeremymessage
Level 1

How can I be a super admin on my online account? I have the self-employed online quickbooks version. I need super admin status to integrate with a 3rd party bank (Brex).

Unfortunately, no this does not work as you have instructed. Please see attached screenshots for the error message I receive each time. I contacted the financial institution (Brex Inc) and they told me I need to be a 'super admin' on Quickbooks Online. Since I have a self-employed account, I'm not sure what to do. Can you help?  If you want to contact Brex to troubleshoot further they are available if you just google 'Brex Inc'

jeremymessage
Level 1

How can I be a super admin on my online account? I have the self-employed online quickbooks version. I need super admin status to integrate with a 3rd party bank (Brex).

No this does not work as you have instructed. Please see attached screenshots for the error message I receive each time. I contacted Brex, Inc (the financial institution) and they told me I need to be a 'super admin' on Quickbooks Online. Since I have a self-employed account, I'm not sure what to do. Can you help?  If you want to contact Brex, Inc you can find them on google.

Tori B
QuickBooks Team

How can I be a super admin on my online account? I have the self-employed online quickbooks version. I need super admin status to integrate with a 3rd party bank (Brex).

Good morning, @jeremymessage

 

Thanks for following up with us and sharing a screenshot of your error message. 

 

I recommend contacting our Customer Service Team. They have the tools available to investigate what's causing this behavior and work with our engineers to resolve the error. I've included the steps to connect with our customer service team below. 

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, hit the Contact Us button located at the bottom.
  3. Enter your question and tap on Let's talk.
  4. Choose either Start a chat or Call us.

Please let me know if you have additional questions or concerns. As always, feel free to reach out to the Community at any time. Take care and have a great day ahead! 

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