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Replying to:
MaryLandT
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Let me provide an additional step to fix the issue, 4Tahoe.

 

I'm seeing that the template is affected by a certain user. The data of this user could be damage.

 

You'll want to delete and re-create the access of the user to fix it. You can manage your QuickBooks Desktop account in one place with the Customer Account Maintenance Portal (CAMPs)

 

Let me guide you through the steps;

 

  1. Sign in to My Account as the primary contact user.
  2. In the Manage your QuickBooks page, select the product or service you would like to manage.
  3. At the upper right of the page, check if you're opening the correct account.
  4. Scroll down to the Authorized Users section.
  5. From the list of contacts, choose the name of the user you need to delete or remove.
  6. At the bottom of the user's Contact Info, click Remove User.
    • If the user hasn't taken the action needed in the invitation email, you'll see Cancel Invite.
  7. In the confirmation window, hit Remove.

Once done, you can invite again the user. Please browse this link for instructions: Add, edit, and remove authorized users in My Account (CAMPS).

 

After that, check again the email set up and navigate the template. If the same issue persists, I recommend contacting our QuickBooks Desktop Live Team. They can create a case to investigate the issue. 

 

Stay in touch with me on how the contact goes or if you need additional information about this. I'm always right here to help you.

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