Use of the Customer Account Management Portal Site (CAMPS)




The QuickBooks Customer Account Management Portal Site (CAMPS) let you manage all your QB Desktop products or editions and perform all tasks such as:

  • Manage all your account information
  • Updating payment methods
  • Manage all contacts on your account
  • Automatically find your license information and download your software
  • Reactivating canceled service or subscription
  • Cancellation of service or subscription…and more

Log in to the manage your QuickBooks web page and then select the QuickBooks Desktop product tile, to access it.

Please read guide given below to manage your Intuit product and services if you are using other Intuit products or services such as QuickBooks Online, Intuit Online Payroll or QuickBooks Payments.

Benefits of managing your Products and Account information through Customer Account Management Portal Site:

  • You can Save time and Manage all your account anytime, anywhere.
  • You can Access all your products anytime.
  • Security: Update payment info, username, and password for your comfort.

CAMPS: What you can do here…

1. Products & Services

  • Find your license, product number, software status and user licenses
  • Download your software
  • Reactivate your canceled services
  • Edit Payment Method
  • Missing products and services
  • Purchase QuickBooks Products
  • Cancel your subscription

2. Account Details

  • Edit your contact information or login credentials
  • Edit Phone number
  • Change Primary Mailing Address
  • Add, Edit or Delete addresses
  • Manage Payroll Service Keys

3. Payment and Order History

  • Search, view and print transaction details
  • Search and view products and services you have ordered
  • Update Payment Method
  • Delete Credit Card

4. Contacts

  • Change Primary Contact
  • Change/Invite Authorized Users

Products & Services

In the Products and Services section, you can see the lists all the software you have purchased. It appears at the top of the page.

It doesn’t matter where you purchase your product. Once you purchase it and register your product, it should display in the Products area of your online account.

Products & Services

Note: Sometimes you may need to sign off and then sign back to see the product list. Because sometimes you may not see your product in the list if you register the product while you are signed in to your online account.

Find your license, product number, software status and user licenses

You can see only five most recent items on the main page. To see all your product: Select Show all in the lower right of the section. Then you can scroll to see the entire list of all your subscription and purchased the software.

To see the license information of a product, Click on the Details link next to the exclusive product you want to view.

Download your software

You can see only five most recent items on the main page. To see all your product: Select Show all in the lower right of the section. Then you can scroll to see the entire list of all your subscription and purchased the software.

  • Click on the Details link next to the exclusive product you want to view.
  • Click on the Download Link to start downloading your software.

Cancel your subscription products (Care Plans)

  • Choose the specific product that you want to cancel and Click on the Details link.
  • Click on the Cancel Service on the upper right of the screen.  Click on the Cancel Service
  • Choose a reason for your cancellationChoose a reason for your cancellation
  • Click on the “Cancel On Next Billing Date” button to Confirm the cancellation.Click on the “Cancel On Next Billing Date” button

Note:

  • You will automatically receive a refund for the full purchase price of your subscription if you purchased your product directly from Intuit and you are within the 60-day money back guarantee period.
  • If you purchased your product from a retailer or 3rd party within the 60-day money back guarantee period, please follow the steps to return your subscription for a refund.
  • Enterprise products currently cannot be canceled via Your Account (CAMPS)

Reactivate your canceled services

You can, reactivating your canceled services/subscriptions only through the notification bar.

To reactivate: To reactivate

  • Select the Notification icon.
  • First, you have to find the find the suspended service/subscription from the list and then click on the link to reactivate.
  • Enter or update your payment information.
  • Click on the Save and then Continue.
  • After that, you have to Review the information first, from the summary window and if everything is correct, then click on Reactivate.

Note:

  • You will get a confirmation message that confirms the reactivation include an order email If the order is successful.
  • If due to the payment failure your order fails, then you will receive the following error: “We could not reactivate your subscription. It looks like your bank did not confirm the payment. You can contact your bank to fix the problem or you have to pay with another card.”

Edit Payment Method

From the Product detail Window, you can edit the credit card information. But this billing information is only specific to the product/subscription you are viewing.

  • Find the Billing Information section and Click on Edit, from the product details section.
  • Enter the updated information. Enter the updated information. 
  • Click Save and Close.

Missing products and services

The page is dedicated for QuickBooks Desktop, so, all products are not displayed in this list. Select the drop-down menu and make sure that you’re logged in to the right account if you are missing another product. To access the product/service you are looking for, You can also go back to the Manage your QuickBooks web page. Aware that, TurboTax and Quicken do not show on the page.

If you are still unable to find your product then Contact us we can help you to find it.

Purchase QuickBooks Products

This portal is for your existing subscriptions and data. If you are looking to purchase more QuickBooks software or services, please go to QuickBooks.com. You will be asked to Sign in when purchasing new products to link your products to your Intuit Account.

Purchase QuickBooks Products

Account Details

The portal site records your account information on the right side of the page. You can see all your account information here like Customer Account Number (CAN), Account Name, Phone and Mailing Address.

Edit your contact information or login credentials

Select My Profile from the drop-down menu. It will appear on the top right of the screen. After that, you will be directed to the Edit Your Login Info page.

Here you will see three tabs on this page. And each page and tab holds pieces of contact or login information. You can update the information by clicking on the Edit link. Edit your contact information or login credentials

  • Profile: Here you can update your name, email address or user ID.
  • Security: In this tab, you can set a new password or edit your mobile phone number which one you use to receive six-digit verification codes.
  • Apps: Lists third-party apps that you have connected to your account.

When you finish, Select the X icon to exit this screen. You can find the X icon on the top right. Now your changes will be saved.

Note: You will see a password field after you select the Edit button next to change the information you want. Here you have to enter your current password for an extra security step before pressing the Save button to record your changes.

Edit Phone number

Edit Phone number

  • Find the phone and then click on the Edit link from the Account Details section.
  • The window changes.
  • Now Enter the new phone number and then click on the Save button.

Change Primary Mailing Address

  • Find Primary Mailing Address and click on the Change link from the Account Details section. After that, the window changes.
  • Now choose to correct address.
  • Then Add a new address if needed.
  • Click on Save and then Close.

Add, Edit or Delete addresses

  • Find all Addresses and Click on the Edit link from the Account Details section.
  • The window changes.
    • Edit an Address: Look for the address from the list (if you have more than one address) and update the information. After that, Click on the Save and then Close.
    • Add an Address: Click on the Add another Address from the bottom of the address list. Enter all Important information then Click on Save and Close.
    • Delete an Address: Click on the Trash icon. When you click on it you will get a pop-up: “This address will be deleted or remove when you save and close”. If you are sure, select Save and Close. Otherwise, select Undo.
    • Note: You need to Add another Primary Address for the changes to take place. Because a Primary Address cannot be deleted.

Manage Payroll Service Keys

First-time users are required to enter the EIN information to establish the connection. This is a one time process. After establishing the connection, it always has the payroll service key and information for ease of use when every time the screen is viewed.

Manage Payroll Service Keys

Payment & Order History

In this section, you can look up the orders you made and charges you have been billed for.

Payment & Order History

Search, view and print transaction details

In this section, you can see all information on all charges that you have been billed to this account with the date. The amount and the method of the payment including both purchases and membership renewals.

  • Click on View your transaction history.
  • Now Click on Select the period you want to see from the Time Period drop-down. But remember that you can only see transactions from the last two years.
  • Click on the Print this page link, If you want to print.
  • After that Select Back To My Account to go back to the main CAMPS page.

Search, view and print transaction details

Search and view products and services you have ordered

This section only shows the purchases you have made. But unlike the View Transaction History page, you are unable to see the renewals or other charges in this section. But, you will find the additional information about those purchases, like, the order number and the order’s status. Also, you can set and display the time period to any date range according to your choice.

Search and view products and services you have ordered

  • Select View order history.
  • Select the period you want to see, from the Time Period drop down. Here you can set a specific date range if you want and then Click on Go link.
  • After that, find the order you are looking for, then select the Order number link to see the order details. This will show you a breakdown of each line item on the order and how much it cost.
  • Click on Done and then select Back To my account to return the main CAMPS page for exit the Order Details screen.

Update Payment Method

The Payment Methods section record all information you provide like card or bank account information. Here you can see the expiration date for each one card, type of payment method and last four digits. In this section, you may also see alerts if any parts of the information are missing or any of your cards are expired

This page also records a list of each product or subscription that this card is used for. The new data also will be used for all of those products, when you update your card information.

  • Choose a payment method to view or edit its details.
  • Then Update the payment method information.
  • Select Save and then Close after you have made your changes. Then the system will verify the validity of your payment information you update. After that, it will back you to the main page.

Note: You will ask for double-checking the data you entered if your information is incorrect.

About CVV numbers: You have to enter your card’s CVV number, in order to save your changes, when you are entering information for a credit card. You can see this 3 or 4 digit number printed on the back of your payment card (for Visa, Mastercard, and Discover) or just above the card number (for American Express).

Delete Credit Card

  • Look for your card you need to delete and click on Edit in the list of credit cards.
  • Now Click on delete Credit Card from the next screen.
  • After that, you have to Confirm that you want to remove the card and then click on the Delete button.

Delete Credit Card

Important: If your card used for an active subscription then you cannot delete this card. You have to add another card and set it as your current billing method before you delete the credit card that is your the primary billing method.

Contacts

Change Primary Contact

If you want to change your Primary contact then you have to ask your Primary contact to sign in and make the change. Because only the current Primary Contact can change this.

  • Click on Change.
  • Click On the new Primary Contact from the list.
  • Select Save and Close.

Note: When you change your Primary Contact, the new Primary Contact will receive a notification email about the change.

Note: You can update the primary contact by submitting a request here if you want to change the current primary contact of the business. Because only the current primary contact can change the Primary Contact on the account.

Invite other users

  • Select the Invite a User button.
  • Enter the invited user’s information.

Note: Make sure that the email address you entered is correct. Because the users you invited, will receive the invitation through this email address.

  • Select Send Invite.

If an invited user has not yet joined and the invite already expired, you may resend an invitation.

  • From the list, find the name of the invited user and select Resend Invite.
  • Select Resend Invite on the lower right of the next page.

Authorized User

Edit own information

  • Find your name on the list and select Edit.
  • Update the information then select Save and Close.

I hope this will help you to understand that how beneficial Customer Account Management Portal Site (CAMPS) is and how to use it. If you still unable to understand or want more discussion the call our toll-free number at +1-855-441-4417 and talk to a Certified QuickBooks Proadvisor now.

Thanks for visiting us, you are always welcome here anytime soon if you have any other queries in your mind. If you want to get advice from other business owners, visit our QuickBooks community and ask your queries.



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