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Replying to:
ZackE
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Thanks for becoming part of the Community, JamesChapin711.

 

To verify my understanding, was your Intuit user account ever invited to the QuickBooks company file? If so, did you accept your invitation?

 

In the event you haven't yet, you'll need to be invited and accept your invitation first.

 

Here's how:

  1. The company file will need to be signed in to with its admin user credentials.
  2. Go to your Company menu, Users, then choose Intuit Account User Management.
  3. Click Add user. To see a list of available roles, access the Roles tab.
  4. Enter their email in your User's email field.
  5. Pick a role for them from Available roles, then press Add.
  6. Hit Done.
  7. A message will be displayed notifying of the invitation's status with its assigned role(s) and your company file's name. Select OK to close it.
  8. The Intuit account user management dashboard will show your user(s) with a Pending status. Once they've accepted their invitation, the status will update and show as Active.

 

If you're not seeing a prompt to set up or sign in to an Intuit account, you can continue using QuickBooks as you've been.

 

I've also included a couple detailed resources about working with Intuit accounts which may come in handy moving forward:

 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely Tuesday!

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