Intuit Account User Management Continues to Confuse

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QuickBooks Users continue to be confused by Intuit Account User Management that's been implemented by Intuit under QuickBooks Desktop.  Intuit account user management is different from the Customer Account Management Portal (CAMPs) and your One Intuit Identity. 

You still use CAMPS to manage all your account maintenance related information like your subscriptions, payment methods and product downloads. To view or change sign-in information, data and privacy, you will use your One Intuit Identity.

Using an Intuit account is also different from your QuickBooks company file login. Using a QuickBooks company file login gives you access to basic features like accessing your chart-of-accounts, or creating invoices, or posting a check to a bank account.

Using an Intuit account gives you access to the wide variety of Intuit services that maybe connected to your company file like Payments, Payroll, Receipt Management of TSheets. Once you have signed-in to your Intuit account from within your QuickBooks Company you can manage the user roles and access of these connected services from the Intuit account user management dashboard.

To Invite Accounts Users and Assign Roles

  1. Sign-in to your QuickBooks Company file as the Admin User
  2. Go to the Company menu, then Users, then select Intuit Account User Management
  3. To add a new user, select Add user.
  4. Enter the User's email
  5. Select the user's role from the Available roles, then select Add (as shown below)
  6. When you're done, select Add user
  7. QuickBooks displays a message of the invite status with the role(s) assigned and the QuickBooks Desktop Company file name, select OK to close the message
  8. The Intuit account user management dashboard shows the added user(s) with the status of Pending. Once the user accepts the invite, their status will become Active.

While this is the third time we have covered this, we continue to get a lot of emails and inquiries on this topic.  Some of you continue to ask 'why' is Intuit implementing this change (which actually started last October)?  They continue to insist that it has to do with security related to connected services such as those we mentioned earlier and others (payments, payroll, timekeeping, receipt management, expense capture, warehouse services) as well as potential future services that will connect via the same methodologies.

One of the best answers to those kinds of questions can also be found in the Firm of the Future Blog that Laura Madeira wrote back in October which also goes into more detail then the steps I have just described since she talks about the aspects of the 'invited user's response' to the invitation as well as some additional follow-up.  It's my understanding that Laura is also recording a new 'video' on  the Intuit Account User Management feature that may soon be available. If/when it is, Insightful Accountant will let you know where you can access it.