There has been a lot of issues, controversy and misunderstanding about the changes that have taken place in the Intuit Account Management functionality as it relates to QuickBooks Desktop. This functionality is aimed at improving the user experience and security protocols for QuickBooks Desktop software users by requiring the Company owner to login to an Intuit account when opening the company file. Having an Intuit account provides a secure, single source login for access to all of Intuit’s powerful offerings, including owned QuickBooks Desktop software and connected services.
In Laura Madeira's new Firm of the Future article she shares different scenarios for managing the Intuit account login while completing accounting tasks in your clients’ QuickBooks Desktop files. The first of these scenarios is the 'Accountant using the External Accountant user credential when logging into a client's QuickBooks Desktop company file.' You can actually watch a step-by-step video Laura has produced of this scenario HERE.
The second scenario involves the 'Accountant using the Admin user credentials when logging into a client's QuickBooks Desktop company file.' You can watch Laura's step-by-step of this scenario HERE.
The third scenario occurs when an 'Accountant uses QuickBooks Desktop Enterprise Accountant or Premier Accountant software and Intuit accountant management'. The step-by-step sequence which Laura has recorded on video can be found HERE.
Laura always produces not only high quality written content, but equally high quality video content, and this is no exception. We didn't want to rob the glory of duplicating the printed material from her Firm of the Future article, so be certain to turn over there for the written details and illustrations. And make absolutely certain to check out these three great video presentations.
Acknowledgements:
Our thanks to Laura Madeira, the content author, and Intuit and the Firm of the Future Blog, the content publisher, for sharing content used in this article.