IamjuViel
QuickBooks Team

Account management

Hello there, @btks.

 

Let me share some information on how QuickBooks manages the security of your data.

 

QuickBooks Desktop 2021 doesn't require that you stay logged in to your company file using your Intuit account. However, it requires you to sign in as the administrator user anytime you're opening an existing company file or creating a new one. 

 

However, you'd only be asked to do so once you enter sensitive information in your company file. Here are some of the personally identifiable information (PII) that may trigger the login feature:

  • Employee and Company Social Security Number
  • Company Bank Details (Routing Number, Account Number)
  • Accounts with bank or credit card numbers
  • Customers with CC numbers
  • Vendors with Tax ID’s

Also, if your QuickBooks company file is linked to your Intuit Merchant Services and uses the payroll subscription, you'd be asked to login as administrator. You can read through this article for more detailed information: Password security for QuickBooks Desktop.

 

On the other hand, you'd be asked to log in using your Intuit account on the following occasions:

  • Creating your QuickBooks company file
  • Add a user
  • Sign in to My Company
  • Accessing Intuit User Account Management

You can check these articles for more details on managing and securing your accounts: 

Always feel free to click the Reply button below if you have other questions about accessing your company file in QuickBooks. I'm always a few clicks away.