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_Tessa_
_Tessa_
October 1, 2020
Question

Switching between QB Accountant and QB online

  • October 1, 2020
  • 1 reply
  • 0 views

I have my QB info saved on my desktop for a quick sign in daily but I signed in yesterday and it signed me into QB Accounting, I have never touched that area of QB yet and wont need to so I dont know why it did that. I tried to switch back to QB online but it says it requires a different sign in. I haven't made another sign in and the one I have only signs me into QB Accounting. My job requires QB online desktop and I need to be able to switch back asap, what it seems like happened is that QB melded my info together into one account and prioritized QB accounting between the two so now I can't get in.

1 reply

R
ReyJohn_D
October 1, 2020

You'll need to contact our QuickBooks Online support, @_Tessa_.

 

They're able to check your account in a secure space. Also, they can perform a series of steps to ensure you can login to your original QuickBooks Online (QBO) account.

 

Before doing so, please review our support hours guide to ensure your concern gets addressed right away. Once ready, here's how to proceed:

 

  1. Click the Help (?) menu at the top, and then tap Contact Us.

  2. If in case you're routed to the QB Assistant page, type Contact Us and then select Talk to a human. 
  3. Tap the Never mind option, and then choose I still need a human. This time, click the Contact Us button.

  4. Enter your question or concern on the search box like "Wants to log in to my regular QBO account", and then click Let's Talk.

  5. Pick Start a chat option.
  6. Fill out the needed info, and then hit Submit to continue.

I'll be adding this article that outlines the steps on what to do if you can't sign in to your account like you forgot your username or password, etc.: Get help if you can't sign in to your account.

 

If you have plans to have multiple companies in the future, you'll want to use the same login info. This way, you can easily switch between them.

 

Also, you're able to customize QBO the way you want it to. To achieve this, you'll just have to modify some preferences on the Account and Settings page. For more details, please check out this resource: Edit company settings.

 

Feel free to tag my name if you need more help. I'll get back to you as quickly as I can. Take care always.

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