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Intuit

Access and manage your personal data from the One Intuit Account Manager

The One Intuit Account (OIA) Manager allows you to manage your data safely and easily. You can access it at https://accounts.intuit.com or from within your QuickBooks offerings and services as described below.

For other products, select the links below:

Lacerte, ProSeries and ProTax Connect

Turbo Tax Online

Accessing Your Intuit Account

  1. Select the Gear icon, then Intuit Account.
  2. Update your preferences or go to Data & Privacy to download or delete your data.

  1. Log into Your Intuit Account.
  2. Update your preferences or go to Data & Privacy to download or delete your data.

No need to worry, we'll find your Intuit Accounts.

  1. Go to the Intuit Privacy site.
  2. Scroll to the bottom of the page and select Manage Your Data.
  3. Complete the form, then select Continue.
  4. You'll receive email(s) with any Intuit Accounts or data.
  5. Follow the provided additional steps to confirm your identity.
  6. Manage your preferences and data as desired.

Opening your downloaded data

Opening 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, please 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 One Intuit Account (OIA) 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 downloaded or 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. Here’s what to do:

 

  • If the zipped file is located in a folder on your computer
    Double-click on the zipped item (it typically appears as a folder with a zipper in the middle). This'll open the zip folder and you’ll see the unzipped file(s), which you can then open.
  • If the zipped file is attached to an email
    Depending on your email provider, you should be able to double-click on the attachment and then Save or Open (directly unzip) the file; or there may be a drop-down option to the attachment, and the drop-down menu should include the option to Open (unzip) the file.
If you downloaded or were sent a file in a .json format, you will need to use the correct application to review its content. Here’s what to do:

 

  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.
  1. 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, here’s what to do:

 

Open the following program depending on your operating system:

In the Notepad app:

  1. Go to Format and select Word Wrap.
  2. The text will now wrap within the Notepad window.

In the TextEdit app:

  1. Go to Format and select either:
  • Wrap to Window – wraps text within the TextEdit window.
  • Wrap to Page – wraps text within the page margins.
  1. The text will now conform according to the selected format.
You can easily use Google Docs to open and view or edit an .xlsx file. Here’s what to do:

 

  1. Open a browser and go to Google Drive.
  2. If you already have a Gmail account, skip to Step 4. If not, go to Step 3.
  3. Create a Gmail account using one of these options.
  • If you don’t have either a Google Account or a Gmail account, sign up at Google.
  • (Be sure to create a Gmail address; don’t select the Use my current email address option.)
  • If you have a Google account but not a Gmail account, ::insert instructions from DB::
  1. Go to Google Drive.
  2. Locate your .xlsx file and drag it onto the Google Drive page (this is actually your personal Google Drive page – note the My Drive name at the top).
  3. Once the file has uploaded, double click on it and then select Open with Google Sheets.
  4. You can now view or edit the file.

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