Top 5- Account Management

 

Hello QuickBooks Community!  September is here and we have more questions from our community. This month we will discuss the top 5 questions about Account Management in QuickBooks. 

 

Let’s go ahead and jump straight into this Q&A! 

 

1. How do I upgrade my account to add another user?

It's great to know that you're considering upgrading your QuickBooks Online (QBO) subscription to add more users to your company!

 

 Let's go to the Subscription and Billing section to get started.

 

Here's how:

1. Log in to QBO as a primary or company admin.
2. In your company, navigate to the Gear ⚙ icon and select Subscription and billing under Profile.
3. Make sure your payment information is up to date.
4. In the QuickBooks Online section, click the Upgrade your plan link to view the list of plans.
5. From there, review the features available in each online version.
6. Next, tap the Choose plan button and follow the on-screen steps to complete the upgrade process.
   
   

You can refer to this link for more in-depth information: Upgrade or downgrade your QuickBooks Online edition.

 

In your new QBO account, let's proceed and add the users. In addition, you can set specific roles and access levels in your company. Take a look at this article for detailed instructions: User roles and access rights in QuickBooks Online.

 

In case you need to know the maximum number of accounts or users included in your company or information on how to update your billing details, explore these resources for the full details:

•  Manage billing, payment, and subscription info in QuickBooks Online
• Learn about usage limits in QuickBooks Online

 

2. I received a strange email to an email address not associated with any of our accounts. What do I...

 

Thanks for letting us know of this.

 

Suspicious emails can sometimes be a scheme to get you to share your personal information. These types of scams come in different forms, but often look somewhat convincing.

 

Here's a few things to look for if you're not sure if an email came from Intuit:
Intuit will never ask you for personal details in an email.

• Any link Intuit sends you in an email will always be for an Intuit.com web address.
• Official Intuit emails will always come from an email address ending with "@Intuit.com" or "@e.Intuit.com".

 

You can check out our online security tips to help you keep your information safe. Additionally, Intuit's security notices can help you identify suspicious emails reported by other Intuit customers.

 

Be sure not to take actions like logging in, providing personal information, downloading 'tools', or clicking suspicious links.

 

I've also included a detailed resource about suspicious emails which may come in handy moving forward: Identify suspicious activity, phishing scams, & potential fraud

 

If needed, Intuit Support can help you determine if the email is from Intuit or a possible phishing email that needs to be forwarded to our security team for assessment.

 

3. How do I delete a user from my Quickbooks account who has left the company?

Thanks for the question! 

 

I'd love to walk you through the steps to get there.

 

When adding or removing a user, make sure that you're the company or primary admin. Keep in mind that these roles are the only ones with complete access to the QuickBooks account and user management.

 

In QuickBooks Online (QBO), deleting a user is irreversible. However, you can access their history in the audit log.

 

Here's how to remove the user:

1. In your company, navigate to the Gear icon and choose Manage users under Your Company.
2. From the list, look for the user you're working on and click the ellipsis to select Delete.
3. Tap the Delete user button to confirm the action.
   
   

In addition, you can also set a specific role and access levels in QBO. Refer to the following for detailed information: User roles and access rights in QuickBooks Online.

 

You can check out these resources for additional information on the maximum number of accounts or users that can be included in your company, along with instructions to invite your accountant:

• Learn about usage limits in QuickBooks Online
• Add accountant users in QuickBooks Online

 

You’re all set!

 

4. I changed the name of my business on Quickbooks, but how do I update the business name on my Quic...

I’m glad you asked!

 

Let's navigate to the Account Holder/Business Information section so your new business will show up in your QuickBooks Checking account. 

 

When changing information in your account profile, make sure you have full admin access as this user type and role can perform this task.

 

 To update the business, simply follow the steps:

1. Log in to your QuickBooks Payments account.
2. This action will open your merchant account.
3. From there, click the Account drop-down and choose Account Profile.
4. Navigate to the Account Holder/Business Information section and tap the Edit menu.
5. Enter the new business name and press the Submit button.

 

For more insights into this process, click the following link: Update business and account info for QuickBooks Payments.

If you require additional info about QuickBooks Payments and steps to switch the bank account for your account, refer to these links:

• QuickBooks Checking FAQ
• Use your QuickBooks Checking account

 

 These resources will also guide you on how to manage your business or contact information:

• Update business or contact names on your account
• Change your business name, contact info, or EIN in QuickBooks Online

 

That’s it!

 

5. Can I add another company to my Quickbooks Online Advanced account? 

Yes!

 

It's important to note that each company file requires a separate subscription. To create another company, you'll need to sign up for a new QuickBooks Online account.

 

To associate an additional company with your existing email address, log in to your current company account to create a new one. After this, click on Add another company. Follow these steps:

 

1. Visit the QuickBooks Pricing Page: Go to the QuickBooks pricing page and select the subscription option you want for the new company.
2. Choose a Plan: Select the plan that suits your needs for the new company.
3. Create a New Account: While signing up for the new account, use your existing email address. Click on “Add another company” during the process.
4. Follow the Prompts: Provide the necessary information for the new company, such as company name, contact details, industry type, and business structure.
5. Switch Between Companies: Once the new account is created, you can easily switch between companies within QuickBooks Online.

 

The awesome part is that after you've finished creating the account, you can conveniently switch between companies to manage your business smoothly.

 

You can check out this Community article for more information about managing multiple companies: Create or add another company file to QuickBooks Online.

 

I'll also share this helpful guide on how to add users to help with your company operations: Add and manage users in QuickBooks Online.

 

That’s a wrap for this month’s Top 5 Questions! We hope you found these helpful and that you can reference these steps if you’re ever curious about these things when it comes to managing your account.

 

As always, feel free to ask any questions you may have here in the community and we’ll make sure to answer them right away.

 

See you next time!