Last week we posted a feature about a new Firm of the Future article Laura wrote on this topic, well she has written a Second Intuit Firm of the Future blog article expanding on her guidance concerning the QuickBooks Desktop Intuit Account along with additional video instruction. This latest article is titled 'Transferring the Primary Admin role for an Intuit account associated with a specific QuickBooks Desktop company file.'
In this new article, Laura shares the process for transferring the Primary Admin role for an Intuit account associated with a specific QuickBooks Desktop company file. You can view a video of the steps Laura outlines in her Firm of the Future article here.
You might need to use this process when:
- When the accountant is returning the file to a client (this is the example I will demonstrate in the accompanying video for this article), or
- When there has been a change in the ownership structure of the company, or
- When the current Primary Admin of the Intuit account is leaving the company and a new employee needs to act as the Primary Admin.
Regardless of why, you need to know these steps and Laura not only does her stellar job of outlining the procedures in written detail within her Firm of the Future article, but clearly taking you step-by-step via her video.
And, if you are looking for other information sources about QuickBooks Desktop and Intuit Account Management, be certain to check out these other informative resources Laura has developed:
Scenario 1 - The accountant is not using QuickBooks Desktop Accountant software.
How to instruct clients to create an External Accountant and/or All Access/Full Access user before sending the file to the accountant. Video resource: https://youtu.be/VBpM2i-ROkQ (4.45 mins)
Scenario 2 - The accountant is not using QuickBooks Desktop Accountant software.
Accountant instructions when logging into the client's QuickBooks Desktop company file with the Admin credentials. Video resource: https://youtu.be/z9iMBWYzzp0 (5:21 mins)
Scenario 3: The accountant is using QuickBooks Desktop Enterprise Accountant or Premier Accountant software and Intuit account management.
Video resource: https://youtu.be/VrbkL2bGIQY (5:06 mins)
- - - and - - -
Intuit Account mandate - Why Now for QuickBooks Desktop?
Laura's Firm of the Future Article: https://www.firmofthefuture.com/content/intuit-account-why-now-for-quickbooks-desktop/
Related video resource: https://youtu.be/085KIsfrJ6o (3.34 mins)