GianSeth_A
QuickBooks Team

Banking

I see what you've been going through, SB. If your account was set up by your CPA firm, you will need to contact them to request access. They must transfer Primary Admin rights to you, which will provide you with control over your account.

 

On the other hand, if you created the account but still don't have access, one possible reason could be browser issues that affect your ability to access QBO. I recommend clearing your browser's cache and cookies or using an incognito/private browsing window. This will prevent the use of any existing cached files that are misconfigured, corrupted, or outdated that could be causing the unusual behavior.

 

Here are the shortcut keys you can follow to open a private window, depending on the available browser you have:

 

  • Google Chrome: CTRL + Shift + N
  • Mac: Press ⌘ + Shift + N
  • Firefox: Press Ctrl + Shift + P
  • Microsoft Edge: Press Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Moreover, if you lost or forgot your user ID and password and no longer have access to your phone or email on file, use the account recovery form in this article: Recover your Intuit Account if you can’t sign in.

 

Furthermore, since you have mentioned that you'll file taxes and manage your bank feeds, I'll be adding this article you can use as a future reference:

Don't hesitate to reply if you have additional questions about managing your account in QuickBooks Online, SB. I'm always here to help.