Hi Lori and anyone else that has a similar problem.
Recently, many Intuit Online Payroll (IOP) accounts were disconnected from their corresponding export QBO account. For all my solutions, incognito/private browsing mode works best, because sometimes it may default to a previous intuit account Chart of Accounts in the export options.
If it is requiring you to sign in again to export and you are an accountant using QBO Accountant to connect, you can no longer connect a clients IOP to their QBO even though you have access to both. You must either have them grant you Company Admin or walk the Primary Admin through the connection process.
If you are just a standard QBO client and this is happening, I recommend signing into IOP account using incognito mode.
- Then go to Payroll Settings > Export settings and take a screenshot of the settings incase they aren't restored you can quickly reset them.
- Turn of Export.
- Turn it back on.
- When logging into the QBO account to export to, be sure to use a Primary Admin account of the QBO (not IOP account, incase they are same name). Company admin may work but using primary will remove a troubleshooting step.
- Then set up the export rules again. (Verify the drop down boxes are providing the correct options, otherwise it might be connected to wrong account.)
If it doesn't work and it says this is already connected, try going to Intuit Accounts (accounts.intuit.com) > products & billing and see what other products you are using. There is potential that another payroll account was signed up for on QBO account since they are always pushing that sale.
Calling Quickbooks support if disconnecting other apps doesn't work, they should be able to tell you which service is linked to the QBO account. But after every attempt, I recommend signing in and out Dealing with two different intuit accounts confuses the browser often.
Regards,
Jeremy J.
NOCAP, LLC
