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M
Maverick2
November 15, 2023
Question

User roles setup confusion - I'm using desktop enterprise

  • November 15, 2023
  • 2 replies
  • 0 views

QB Staff - please look first at my screenshots so you can know what I already know how to do.

 

I called sales and reduced my user licenses for the subscription count from 7 to 6. This is NOT the user logins for the company file. This is the number of users for the QB subscription.

 

Except for me the admin, ALL my user roles have now disappeared in the Intuit Account User Management. I want to add users. I know where to add them as shown in the screenshot. But look at the available roles - only three are shown.

 

Look at the screenshot that describes the roles. Most are not available. Why not?

Look at the screenshot for merchant services - the roles for that are still there.

 

What is the problem here?

 

2 replies

M
Maverick2Author
November 15, 2023

M
Maverick2Author
November 15, 2023

why can't I edit my own post?

M
Mark_AG
November 15, 2023

Hi there, @Maverick2.

 

I understand the importance of adding different roles in Intuit Account User Management, especially Payments roles. Rest assured that the QuickBooks team is here to provide you with the best solution for handling this situation.

 

To fix missing roles in Intuit Account User Management, make sure all your Intuit subscriptions including your Merchant account, are associated with the same license number as your QuickBooks Desktop. Read this article to learn more: Manage your QuickBooks Desktop subscriptions and services.

 

If all the products are already linked, you'll need to reach out to the QuickBooks support team for them to examine your file. They will identify and resolve discrepancies in user access roles between QuickBooks Desktop and the Merchant Service Center.

 

Here's how:

 

  1. In QuickBooks Desktop (QBDT), press F1 on your keyboard.
  2. Click the Contact Us. 
  3. Enter your concern in the description box and select Continue.
  4. Select either Chat with us or Have us call you.

 

Regarding your question about being unable to edit a post, may I know what happens when you edit your post? Are there any errors showing?

 

Furthermore, you can also learn how to transfer the primary admin role to QuickBooks Desktop.

 

We're always available to help with any user account questions related to QuickBooks Desktop. Please don't hesitate to reply in this thread.

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