Internal Controls and Intuit

I may have just solved my own problem.  I added a new member to My Team in QB Time and gave it Admin access.  This user now has it's own Intuit Account. If this is the correct way to do it:

• Can I provide that user with access to other items, yet control the permissions
• When I try to sync Time in QB Desktop using this new user account, I get an error message stating that account does not exist in QB Time.
  • I created the user in QB Time vs as an employee in QB and syncing, for I didn't want the user to show up as an employee in QB

Finally, if this is a method to provide Admin access, yet I can still control permissions, does that Accountant Access option do the same thing?

Hello, skoz5555.

I understand how critical it is for your company to grant your bookkeeper or accountant full access. It's great to hear you were able to resolve the user access in QuickBooks Desktop.

If you grant your bookkeeper External Accountant access, they will have full access to all areas of QuickBooks Desktop except for accessing sensitive customer data such as credit card numbers. You still have control over your company file and can remove them at any time.

On the other hand, you must log in as an administrator when syncing QuickBooks Time and QuickBooks Desktop. Also, the integration must be done on the same computer. Doing this should prevent you from getting the error message. Check out this article to help you with the integration process: Setup and use QuickBooks Desktop for Windows and QuickBooks Time integration.

Once the integration is complete, you can invite your bookkeeper or accountant so they have full administrator access to your QuickBooks Time account.

Here's how:

1. Access your QuickBooks Time company as an administrator.
2. Go to Company Settings, then Accountant Access.
3. Enter your accountant's email and name, then select Send Invite.
4. Your accountant will receive an email, inviting them to create a QuickBooks Time PRO account, or sign in to an existing account.

If the invite expires, you can resend it. I'll show you how.

1. Go to Company Settings, then Accountant Access.
2. Select the accounting firm in a pending state, then select Resend invite.

For more details, please visit the following resources below:

• About QuickBooks Time Company Settings
• Set up accountant access to QuickBooks Time
• Add and manage team members in QuickBooks Time

Let me know if you have further questions or concerns. I'll be here to help you.