How to use the Customer Account Management Portal (CAMPS) for QuickBooks Desktop




The QuickBooks CAMPS are the fastest and easiest way to manage the purchases of your company (subscriptions, payment, service request, contact, and billing information). 

It provides the sharing of data at one location. And also provides all the information such as product purchase date, information regarding its license and product number so you can manage and renew it.

As you know that QuickBooks is a widely used accounting and management software. It gives ease to work with a large amount of data relating to their inventory, bank transactions, employees and many more. Customer Account Management Portal Site or CAMPS helps in managing all QuickBooks Desktop Products and also performs many tasks account data to subscription management.   

How to use the Customer Account Management Portal for QuickBooks.

Sign in to CAMPS

Here are the steps that help you to do sign up:

  • First, go to camps.intuit.com.
  • Then sign in to the Intuit Account information. However, this could be different from the sign in the company file.
  • If there is the option to see the multiple products to choose then select QuickBooks Desktop to go CAMPs option.

Issues which may occur while signing

CAMPs uses your email address to which your product is registered. This may be different from using email while sign in to your company file.

If the email address which you use to register your product is not registered with the Intuit Account. So, it will be connected automatically. You may need to claim if you never sign in to that account before it. Or also need to merge if you have multiple accounts.

What you need to do:

  • Choose the I forgot my user ID or password in the CAMPs sign-in page.
  • If it is not helpful, then visit camps.intuit.com and choose Claim Account.

If you are not able to see all your products:

You may be registered to different products by different emails. And not able to see all your in one place.

  • Sign in to the CAMPs, then visit camps.intuit.com again.
  • Select Claim Account. This helps you to connect the account with different emails.

After claiming your account, you just sign in to one account and see all the products.

If you are facing issues while sign-in. Then there are the following steps that help you to sign-up.

My Account (CAMPS) need sign-up help

Customer Account Management Portal is the best and quick way to manage or gathered your all-important information regarding your company’s Intuit account 

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Note: For security purposes, Automatically Intuit sends you a confirmation email about the changes you do in your login info like Password, Email, Security questions, Phone, Name and Address, and Login Name. 

Asking for confirmation code:

1. Sign up to https://camps.intuit.com.

My Account: Sign-in help in CAMPS

2. Choose the option the way you want to get your confirmation code and then Continue. If you are not able to access the email list, choose another option to Confirm my account in a different way. 

Confirm Account Information in CAMPS

3. Retrieve the confirmation code, sometimes it takes some moments to receive. You may also need to check your bulk/junk/spam the code may be going there. Still, you don’t receive the code then choose Didn’t receive a coded link in the Check your email page to get new code.

4. Then enter the confirmation code and choose Continue.

Enter confirmation code to continue
If you don’t have an account

Note: You’re almost done! Within a few minutes, Intuit will send you an email with the link to complete the process of getting access to My Account. 

1. Choose to Create a login in the Sign In page.

Create your account

2. Then mention your email id and Continue.

Create account in My Account

3. Check out your email box and see that you get an email from Intuit. If the email is not to you then choose the Resend it option.

Email verification in CAMPS

4. Select the Connect account in the email.

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Connect QuickBooks Account

5. Mention all the mandatory account you info and choose to Create Login.

The system will detect if an existing login has been associated with your email. If you have an existing login, you may retrieve your User ID and/or Password.

If forgot user id and password
  1. Select I forget my user ID or password in the Sign In page.
  2. Insert your email address and user ID and choose Continue.
  3. Look for an email (From [email protected]; Subject: Your SBG Self-help Account) from Intuit. The email will contain a list of the user IDs that match your email address.
  4. Select the option you want to choose: Password Help or Sign In.
  • If you know your password then Sign In to open My Account.
  • By chance, you forget your password then choose Password Help. Select a new password and then select Reset Password
  • If you set up security questions and answer option at the time you created your login to My Account, so now you have to require to give all the security question’s answer. But if you forget the answers then need to visit www.payroll.com/helpme
  • Choose the Account and search for contact information.
Need update login information
  1. Sign in to https://camps.intuit.com.
  2. In the Manage your QuickBooks page, choose the product and service option that you would like to manage.
  3. Go to the top right of the My Account, select Edit Login in the Company Name.
  4. Choose the Edit option update or edit the info you want to update.
  5. Make your all-important changes and then save these changes.
  6. You need to confirm your password and choose Continue.
  7.  You will see the Exit option at the bottom left click on that exit.

Note: 

  • To make changes in User ID, Email address, and for the security question, you will need to enter a password to My Account.
  • Remember that you will receive an email through which you can retrieve user ID and password. 

Functions of Customer Account Management Portal (CAMPS)

  1. Make your eye on payment methods and their updates.
  2. Management and updates about account information
  3. Managing contacts list in QuickBooks
  4. Subscription details and tracking activity.

Advantages of using Customer Account Management Portal (CAMPS)

  1. The advantage of managing all QuickBooks tools in one go.
  2. Time-saving process in terms of data management and customer-handling. 
  3. You can also access it from any place at any time.

Features of Customer Account Management Portal (CAMPS)

✅ See your account details:

You can access the recent transactions on the Customer Account Management Portal. There is an option  “Show All” that helps you to show you a full history of transactions. You can also get other details such as License and Product information, regarding software updates, and expiry dates of the products. Click on the Details tab which is next to the list of particular objects.

✅ View your subscription related to QuickBooks:

There is the Details tab near to the list of every product on the Products and Services Column of the site. Make the selection of the product and service that you want to cancel, by selecting the cancel option. It may ask for the reason and confirmation. After providing all the details you proceed for your product cancellation. If you want to renew the subscription this is done automatically in the Customer Account Management Portal. 

✅ Make changes and updates in the payment:

There is the option to make changes in the billing information for a particular product in the Product details section. If there is a need for an update specifically regarding the payment methods and billing invoice, you can take a help Customer Account Management Portal.

✅ Purchasing Products and Services related to QuickBooks:

For accessing any product from any location, use the Customer Account Management Portal for accessing or adding new products and services to QuickBooks.

✅ Updating Account settings and details:

You can make changes in your personal details such as account number, security settings or password, and make changes in Phone number using Customer Account Portal Management. Also, make changes in the billing and mailing addresses insert in QuickBooks using this portal.

✅ Manage Payroll Services:

Make changes in the Payroll settings, EIN information, and service key with Customer Account Management Portal. 

✅ Manage transaction details:

This is the most highlighted feature that helps you to view and print bills from the transaction history.

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✅ Feature of inviting other authorized users:

There is the shared portal option that helps you to invite to any user. This is the step just need to mention correct details. If you want to make another user the authorized accessor of QuickBooks, so you can do this using the Customer Account Management Portal.  

✅ Manage your Products and Services:

Product and Services segment on the page enlists all these products and services purchased from the Intuit online and offline, or from any device from the same account. After signed in, you can access it from anywhere. 

Add, Edit, and Remove authorized user in My Account (QuickBooks CAMPS)

Abstract

Authorized users are the users who are allowed to access My Account (CAMPS) and present your company while interacting with Intuit. And they have the authority to update or modify the information within the account. As you wish a number of users can access My Account, permit to share your company’s account info. 

There are steps to how you can add authorized users:

Details

To add an authorized user

Note: Any of the authorized users have the control to give access to any new user to the account.

  1. Sign in My Account.
  2. Choose the product or service according to your need in the Manage your QuickBooks page.
  3. Check you are opening the right account, at the upper right of the page.
  4. Then scroll down to authorize Users segment.
  5. Choose to Invite a User? Option.
  6. Mention all needed contact info such as; Name, Email, and Phone number
  7. Select Send Invite at the lower right.

The user you invited will receive an email inviting them to join your account.

To edit an authorized user’s information:

Steps are to edit the user’s email and contact info.

Note: You can right to edit your own info only.

  1. First, need to sign up for My Account.
  2. Choose the product and service you want to manage in the Manage your QuickBooks page.
  3. Scroll down the authorize Users section in My Account.
  4. Choose your name.
  5. Then edit or update Email or Phone.
  6. And choose Save and Close.

This updation for the specific company that you can access. Now, you can update your CAMPS sign in and profile information:

  1. Choose the drop-down at the top right.
  2. Then choose My profile. This segment lets you edit your User ID, email, password, and Phone.
To modify a user’s name 

Note: For securing your data from someone that anyone can’t update or edit your contact info without getting permission to you, i.e Intuit doesn’t allow to change the user name in My Account.

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1. Download the Intuit Account Personal Name Change Form.

2. Complete the form with all mandatory info online, then get print, sign, and date on it.

3. To avoid delays in processing requests, complete all highlighted sections shown in the image.

Payroll Admin Personal Nmar Change

4. Then send the completely filled form to the Inuit Fax# 877.699.8996 or [email protected].

5. After completing the request you will get the confirmation email.

To delete or remove an authorized user:

Note: Primary contact has only permission to remove the users.

  • Sign in to My Account.
  • In the Manage your QuickBooks page, choose the product and service according to the need.
  • Verify if you open the correct account by clicking at the upper right.
  • Then scroll down to authorize Users segment.
  • Choose the user you want to remove or delete from the list of contacts. 
  • Click on Remove User at the bottom of the user’s Contact Info.

If the user doesn’t take any action regarding email, so you can also choose to cancel the invitation.

  • Choose the Remove option in the confirmation window. 

Need to update the email address

It is important to update your email because it is the primary source of communication or sending an important notification. And today it is the main source of recovering password and user id. 

Note: It is not mandatory that the email id you are using for receiving notification will same to retrieve user ID and Password.

Email Address for Receiving Notifications

This email is the one connected with your name in the authorized users in the company. If you are billing in the account to a particular contact, you will get notifications regarding the account through that connected email address.

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What type of notifications user can get

As there are different types of notifications. Some examples of notifications are:

  • Payroll newsletters
  • Auto-renewal notices for annual subscribers (least 45 days from the renewal date)
  • Intuit QuickBooks Desktop payroll Tax Table Updation notifications. Whenever a new tax table is available.
  • Order/charge confirmation
  • Other critical notices related to the changes in federal and state regulations.

Update email for notification

  1. First, sign in to My Account
  2. Select Product and Service in Manage your QuickBooks page.
  3. See that you are logged in the correct company by looking at the top right corner of the page. If it is not, then choose the correct company name from the drop-down list.
  4. Search for authorize Users list.
  5. Choose the Edit option nearby your name.
  6. Mention your new email address, then Save. Choose the X button to go back to the home page.
  7. Then you will receive new notification after changes to your new email address.

Email address for Retrieving User ID/Password

The email address is associated with your login info. So you will receive a user ID and Password at your email address if you want to reset your login information.

The update email address associated with your login:

  1. Sign in to My Account option.
  2. In the Manage your QuickBooks page, choose the product and service you want.
  3. To choose a company name from the drop-down list of the top right.
  4. Go to the Profile tab in the Edit login option.
  5. Choose the Edit in the Email, address field.
  6. Mention your new email address and confirm that email address.
  7. Then enter your login password in the password field.
  8. After changes choose the Save option. And you will receive a verification message at your new email address.
  9. Open that email and verify it.
  10. Once the email address is verified then, continue to further processor.  

Customer Account Portal Management Site (QuickBooks CAMPS) is a helpful tool provided by QuickBooks that lets you manage many actions related to your account at one go. It simplifies your experience of using QuickBooks and its related tools. If you still have any query feel free to contact us at 855 441 4417.

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