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Neisha Arceo
November 8, 2022
Solved

Intuit login autofilling with old account

  • November 8, 2022
  • 1 reply
  • 0 views

My client's desktop file was originally created by his previous bookkeeper on her computer, and then copied over to his computer when he purchased his own copy of QBDT.

 

When the Intuit login screen pops up, her email address is always auto-filled into the user name, even though he has his own Intuit account set up and she is not associated with it.

 

Is there a setting we can find somewhere to clear out her email address, so he doesn't have to delete it and type in his own every time he goes to email an invoice?

Best answer by Kurt_M

Hi there, @Neisha. I'll be more than happy to help you sort this out so you can clear the previous intuit account in the login screen pop up in QuickBooks Desktop (QBDT).

 

First, you'll want to ensure that you're the master admin of the company file. This way, you can delete the bookkeeper's email address in your company. To do that, go to Intuit Account User Management. Here's how:

 

  1. Access your QuickBooks Desktop company.
  2. Go to Company, and then select Users.
  3. Click Intuit Account User Management.

 

If your email address is listed as Primary Admin, you can proceed to delete any existing user's intuit account to prevent QuickBooks from remembering it. To begin, here's how:

 

  1. Sign in to your QuickBooks company file using the admin user credentials associated with it.
  2. Go to the Company menu, then Users and select Intuit Account User Management.
  3. Select the user, then from the Select dropdown choose either Edit or Delete depending on what you need to do.
  4. You can also search for a user by entering their email in the Find by email search box or select the email or status column to sort and find a user.
  5. With the user selected, you can select an Assigned role, then select Remove so the user no longer has access to a role.
  6. When you’re done, select Save.
  7. QuickBooks displays a message that the user's role was updated. Select OK.
  8. The Intuit account user management dashboard shows the users updated role with a status of Active.

 

For more information, feel free to visit this article: Set up and use Intuit account user management in QuickBooks Desktop.

 

Also, know that you can set up a default email address, so you won't have to enter them when you email an invoice in QBD. Here's how:

 

  1. Go to Edit, and then select Preferences.
  2. Click Send forms.
  3. Tick the Radio button beside the Web Mail.
  4. If you see any existing email, you can select and then Delete it.
  5. Click the Add button to input your Email Address.
  6. Once done, click OK.

 

Additionally, I've got you this article to help you manage invoice payments in QBDT: Record an invoice payment.

 

Also, see this page to learn about custom sales form template in QBDT: Use and customize form templates.

 

@Neisha, if you need further assistance with this. Know that the Community space is open 24/7 and that you can always get back to me by clicking the reply button below. You can also post here again if you have any additional QuickBooks-related concerns. I'll make sure to respond right away. Take care!

1 reply

K
Kurt_MAnswer
November 9, 2022

Hi there, @Neisha. I'll be more than happy to help you sort this out so you can clear the previous intuit account in the login screen pop up in QuickBooks Desktop (QBDT).

 

First, you'll want to ensure that you're the master admin of the company file. This way, you can delete the bookkeeper's email address in your company. To do that, go to Intuit Account User Management. Here's how:

 

  1. Access your QuickBooks Desktop company.
  2. Go to Company, and then select Users.
  3. Click Intuit Account User Management.

 

If your email address is listed as Primary Admin, you can proceed to delete any existing user's intuit account to prevent QuickBooks from remembering it. To begin, here's how:

 

  1. Sign in to your QuickBooks company file using the admin user credentials associated with it.
  2. Go to the Company menu, then Users and select Intuit Account User Management.
  3. Select the user, then from the Select dropdown choose either Edit or Delete depending on what you need to do.
  4. You can also search for a user by entering their email in the Find by email search box or select the email or status column to sort and find a user.
  5. With the user selected, you can select an Assigned role, then select Remove so the user no longer has access to a role.
  6. When you’re done, select Save.
  7. QuickBooks displays a message that the user's role was updated. Select OK.
  8. The Intuit account user management dashboard shows the users updated role with a status of Active.

 

For more information, feel free to visit this article: Set up and use Intuit account user management in QuickBooks Desktop.

 

Also, know that you can set up a default email address, so you won't have to enter them when you email an invoice in QBD. Here's how:

 

  1. Go to Edit, and then select Preferences.
  2. Click Send forms.
  3. Tick the Radio button beside the Web Mail.
  4. If you see any existing email, you can select and then Delete it.
  5. Click the Add button to input your Email Address.
  6. Once done, click OK.

 

Additionally, I've got you this article to help you manage invoice payments in QBDT: Record an invoice payment.

 

Also, see this page to learn about custom sales form template in QBDT: Use and customize form templates.

 

@Neisha, if you need further assistance with this. Know that the Community space is open 24/7 and that you can always get back to me by clicking the reply button below. You can also post here again if you have any additional QuickBooks-related concerns. I'll make sure to respond right away. Take care!

N
Neisha ArceoAuthor
November 11, 2022

That first step is what we needed. The previous bookkeeper was listed as the primary admin under Intuit Account User Management, so I found the form for the owner to fill out to claim the file since she is difficult to contact.

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