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Toya1
Level 1

Action Required

Go a email that we need to set up an account for every company file. When does this need to be completed?

1 Comment 1
Jovychris_A
Moderator

Action Required

Thanks for dropping by, @Toya1.

 

You can complete an Intuit account set up once you've done creating it from the company file and payroll. It's an additional feature to store and secure your data in case of a natural hazard such as fire and earthquakes.

 

Also, you can use this account to build a new company file. You only need one account for every Intuit activity from QuickBooks Desktop and other Intui products.

 

You can reference this article for the detailed steps in adding a company file using you this account for QuickBooks: Create or open a company file using your Intuit account ID.

 

In case you want to set up users and roles to your company file, you can check this out for the complete steps: QuickBooks Desktop Users and Restrictions. It covers how to hide Account Balances from unauthorized users.

 

Additionally, using your Intuit account will have the option to download your data into your email or delete it. You can see it under the Data & Privacy section.

 

If you need further assistance, feel free to notify me by tagging (@Jovychris_A). I'm always here to help. More power to your business!

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