Intuit Account Mandate: Sources for Information

Laura Madeira
Posted by Laura Madeira on May 23, 2021 3:32:44 PM

In January, Intuit began communications around QuickBooks Desktop updates and how those updates would affect the Intuit account mandate. Intuit has continued to provide updated information around the changes and improvements made to the Intuit account mandate, including step-by-step instructions on managing the Intuit account and transferring the Primary Admin role for an Intuit account associated with a QuickBooks Desktop company file.

Here are links to the articles that appeared in Firm of the Future, including links to videos included in each article.

Article One: Intuit Account Mandate – Why Now for QuickBooks Desktop

Click here for a video that explains why the Intuit account mandate has changed, as well as instructions on creating and logging into an Intuit account.

Article Two: Accountant Management of the Intuit account

Scenario 1: Accountant uses the External Accountant user credential when logging into a client’s QuickBooks Desktop company file. Click here to view a video with instructions for this scenario.

Scenario 2: Accountant uses the Admin user credentials when logging into a client’s QuickBooks Desktop company file. Click here to view a video with instructions for this scenario.

Scenario 3: Accountant uses QuickBooks Desktop Enterprise Accountant or Premier Accountant software and Intuit account management. Click here to view a video with instructions for this scenario.

Article Three: Transferring the Primary Admin role for an Intuit account associated with a specific QuickBooks Desktop company file

Click here to view a video with instructions on how to transfer the Primary Admin role of an Intuit account.

Topics: Desktop Accounting


 

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