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T
TeresaRR
December 2, 2024
Question

Intuit ID Settings/ Admin Role - Possible Windows Update Issue

  • December 2, 2024
  • 2 replies
  • 0 views

I am unable to download bank feeds.  Error message says, "You do not have the access to perform this action.  To complete this, request access from your primary admin.".  I am the only admin and I am signed in properly.  However, F2 continues to show me signed out even though I am in fact signed in.  I've verified my credentials, reset intuit ID setting many times, rebuilt my file, updated my file, and many other troubleshooting suggestions.  After 2 months troubleshooting with QB helpline, I've learned that it may have something to do with my windows user.  I created a new windows user with admin access and there I am able to access bank feeds again.  This seems to confirm the windows user as being the problem.  My QB file is stored locally on my computer and I made sure my windows user's security had full control permissions.  I am at a loss and growing more desperate to find someone who can help resolve the issue.  I've phoned in several times in the past two months for several hours at a time to no avail.  Anyone have a suggestion?

2 replies

R
RogelioL
December 2, 2024

I appreciate you for sharing the detailed steps you've already taken to resolve the issue, Teresa. Let's work together to fix your concern and ensure that your status is signed in.

 

To get started, please log in to your Intuit Account to verify if you’re using the primary admin email. If you’re logging in with an email that isn’t listed as primary, that could be why your status shows as signed out.

 

Here's how:

 

  1. In the upper section of your QuickBooks Desktop, select Company, then click My Company.
  2. Choose Manage Your Account, then continue the following steps.
  3. Note: When logging into your Intuit Account, use the email you can see when you press F2.

 

After you’ve done that, scroll down to Primary Contacts. If the email you used to log in isn’t listed as the primary contact or admin, please log out and try logging in again with the admin’s email. Once you’re back in, press F2 to check if your status shows as signed out or signed in.

 

If your status still displays as signed out, I recommend contacting our QuickBooks Desktop (QBDT) Support Team. I can see that you've already contacted them; however, this is the best approach we can take as they have the tools to check the root cause of this error further.

 

Additionally, you might want to check out this page that contains various video tutorials about QBDT: Watch step-by-step videos to learn your way around QuickBooks.

 

Drop by again if you have further concerns about this setup, and I'll gladly assist you. You're not alone in this, Teresa.

T
TeresaRRAuthor
December 3, 2024

Thank you so much for the reply.  As I stated before, I am growing more desperate for resolution.  

 

My primary admin contact was in fact different than my ADMIN ID used to log in under company, my company.  A QB rep had me create a new ADMIN ID while troubleshooting.  Both IDs (old ID showing under primary contact and newly created admin ID) have admin permissions.

 

I tried logging in with old ID and got the message stating old ID doesn't have access and to contact old ID to grant access.  

 

It seems to go in circles.  While troubleshooting, old ID has been used to grant access to new ID and vice versa many times.  

 

If I have to call the support line again, is it possible to speak to the last person I spoke to?  Or is it possible to speak to a higher-level rep.  In past calling experiences, I have to repeat hours of troubleshooting to get to higher level rep and then either my time or their time runs out and I have to start over with a new rep the next day.  I believe my last case# was 15126767121.  

T
TeresaRRAuthor
December 5, 2024

After another lengthy call, Alex is going to investigate further and call me back.  New case# 15127506919

G
GianSeth_A
December 5, 2024

We are committed to providing you with a seamless experience despite any challenges you’ve faced with this ongoing issue, Teressa. I genuinely appreciate your patience as we work toward a resolution.

 

Rest assured, we are taking your concerns very seriously. Your case will be escalated to our Next Level Help team, which specializes in thoroughly assessing situations like yours. They will carefully review all comments from the Community, along with your recent support, to pinpoint the underlying cause and develop an effective solution.

 

In the meantime, please feel free to reach out with any additional questions or concerns. Our team is here to assist you at every turn, and we are dedicated to helping you find the solutions you need. Your satisfaction is our top priority.

 

You can expect to receive an update from one of our specialists within the next 1-2 business days regarding our progress. They will share detailed information and any further actions you may need to take.

 

If you would like updates on the escalated case, here is the guide on how to contact our Support Team.

 

I’m here to help you with any questions regarding your primary admin status or any issues related to QuickBooks. Take care.

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