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A
AHess897
March 10, 2023
Question

Setting Up A Bank Feed for QB Desktop

  • March 10, 2023
  • 1 reply
  • 0 views

I am trying to set up a bank feed, but I get an error that says:

 

"We're unable to complete your request at this moment as you don't have permission to perform this task. Only the primary admin who owns/manages the company and its financial actions can perform this task.  Request your primary admin to sign in and complete this task."

 

But I am signed in as the primary admin.  

 

I am also unable to navigate to  "Company >> Users >> Intuit Account User Management," as I get a similar error that I am not the primary admin.  Again, I am signed in as the primary admin. 

 

Has anyone ever seen this before?

1 reply

S
SashaMC
March 10, 2023

Hello AHess897

 

Thank you for connecting with the QuickBooks Community! Based on the credentials and your ability not to navigate to the User Management setting, the information may not be of the primary admin.  Please verify if you are entering the information correctly.

 

You can use the Customer Account Management Portal (CAMPs) for QuickBooks Desktop to confirm, manage or change any information about the Primary Admin (PA).

 

 

Please let me know if you were able to log on once verifying the PA in CAMPS. If you are still experiencing issues, reach back out to me, and we will tackle this from a different angle. Looking out for a response. See you in a few. 

G
greg143
January 12, 2024

I am having the same issue as the original poster. I have verified that I am logged in as Admin and when it asks for the Intuit login I am using the credential of the Primary Contact (I can't find anything about the Primary Admin in MAPS). 

I have attempted to add a bank feed from every login that we have and they all state that they aren't authorized. 

Thank you for your assistance.

S
ShyMae
January 12, 2024

Hi there, greg143. I'm here to ensure you can set up your bank feeds successfully.

 

Before anything else, please know that there are two types of users in QuickBooks Desktop: company and Intuit account users.

 

When the program asks for an Intuit login upon connecting your account, use the Intuit Account primary admin credentials, not the company primary admin, also known as the primary contact.

 

For more information, refer to this article: Primary admin role in QuickBooks Desktop.

 

Meanwhile, check out this article to guide you in setting up a bank feed: Discover the steps to link your bank account to Bank Feeds in QuickBooks Desktop.

 

I'm always available and ready to support you, greg143. Just let me know what you need, and I'll be more than happy to assist you in any way I can.

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