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How to access and manage your personal data from Your Account Manager

SOLVED•by Intuit•36•Updated 1 week ago

As per the Abolish Racist Language initiative, you may see a different word besides primary in prior-year programs and customer support tools. For more information, see here.

Your Intuit Account now allows you to manage your data safely and easily. You can access it here or from within your ProConnect offerings and services.

For other products, select from the links below:

You may access your data from the OIA Manager. Proceed to the next section for the steps on how to do so for your respective ProConnect offering.

If you are the Primary Admin and want to make a request to delete your data, make sure you transfer the role to another Admin on the account beforehand.

How to determine Primary Admin and transfer those rights

For ProSeries and Lacerte:

The following steps need to be completed by the current Primary Admin:

  1. Click here to sign in to the MyAccount Manage Users page.
  2. Review the list of users for the one user with Software Access showing Admin (Primary). Only this user will have the ability to transfer the primary admin rights to another user.
  3. On the list find the user that will be changed to Primary Admin.
  4. Select the three dots.
  5. Select Change Primary Admin.
  6. Select the Submit Transfer button.
    • The admin selected will receive an email requesting that they accept or deny the request.
  7. Upon acceptance, you will receive an email indicating the successful transfer of your primary admin rights.

ProConnect Tax:

  1. Login to ProConnect Tax.
  2. Click on QB Accountant on the left hand side.
    1. What if I do not use QuickBooks Online Accountant? Regardless of whether or not you currently use QuickBooks Online Accountant, each ProConnect Tax account comes paired with QuickBooks Online Accountant.
  3. Click on the gear icon.
  4. Select Your Team.
  5. Find your name as the primary admin.
  6. Click on Firm Administration and Books tab.
  7. Click on the Transfer Primary Admin button.
  8. Using the drop-down menu, choose a current user to transfer your primary admin rights to.
  9. Click Send invitation to send a request email to the selected user.
  10. Upon acceptance, you'll receive an email indicating the successful transfer of your primary admin rights.
  1. Login to My Account.
  2. On the left hand side, select Account.
  3. On the right hand side, under Settings, select Edit.
  4. On the Account Settings screen, select Data & Privacy on the left hand side.
Image for Step 4
  1. From here, depending on the action you want to take, you can Download or Delete your data.
  1. Log in to ProConnect Tax Online.
  2. Click on Settings in the lower-left region of the screen.
  3. Select Manage Your Account.
  4. On the Account Settings screen, select Data & Privacy on the left hand side.
Image for Step 4
  1. From here, depending on the action you want to take, you can Download or Delete your data.
Here we have the list of potential file names, as well as a description of what each would entail. The files listed may not have data related to you and therefore will not be present for review. If this doesn’t seem right, please double-check you entered your info correctly and request your data again.
  • preparerinfo.txt - contains personal information of tax preparer.
  • analytics_grp1.json - contains first grouping of data, each set containing a small description for what the data pertains to.
  • analytics_grp2.json - contains second grouping of data, each set containing a small description for what the data pertains to.
  • firms.txt – contains firm information.
    • Examples: Firm name, contact and ERO information
  • preparer.txt – contains tax preparer and user information.
    • Examples: Preparer name, contact and ERO information
  • events.txt – contains user behavioral information captured during creation of a tax return.
    • Examples: Browser details, IP details, access timestamps, etc.
  • linkFirms.txt – contains firm logo and email information shared with taxpayers through Intuit Link.
Once you have downloaded your personal data safely and securely from the One Intuit Account (OIA) Manager, use the instructions below as needed to open the files and view them in a way that’s most helpful to you.
If you downloaded or were sent a zipped file (a file is typically zipped, or compressed, to decrease its size and make it easier to transfer), unzipping the file is typically quick and easy. Here’s what to do:

If the zipped file is located in a folder on your computer

  • Double-click on the zipped item (it typically appears as a folder with a zipper in the middle). This will open the zip folder and you’ll see the unzipped file(s), which you can then open.

If the zipped file is attached to an email

  • Depending on your email provider, you should be able to double-click on the attachment and then Save or Open (directly unzip) the file; or there may be a drop-down option to the attachment, and the drop-down menu should include the option to Open (unzip) the file.
If you downloaded or were sent a file in a .json format, you will need to use the correct application to review its content. Here’s what to do:

  1. Right-click on the .json file and select Open with.
  • Windows: Select Notepad from the list of apps.
  • MAC: Select TextEdit from the list of apps.
  1. The file should now open in the selected app.
You can improve the readability of your data by wrapping its text. This is a feature that automatically moves a word that is too long to fit on a line to the beginning of the next line. To take advantage of this feature, here’s what to do:

Open the following program depending on your operating system:

In the Notepad app:

  1. Go to Format and select Word Wrap.
  2. The text will now wrap within the Notepad window.

In the TextEdit app:

  1. Go to Format and select either:
  • Wrap to Window – wraps text within the TextEdit window.
  • Wrap to Page – wraps text within the page margins.
  1. The text will now conform according to the selected format.
You can easily use Google Docs to open and view or edit an .xlsx file. Here’s what to do:

  1. Open a browser and go to Google Drive.
  2. If you already have a Gmail account, skip to Step 4. If not, go to Step 3.
  3. Create a Gmail account using one of these options.
  • If you don’t have either a Google Account or a Gmail account, sign up at Google.
  • (Be sure to create a Gmail address; don’t select the Use my current email address option.)
  1. Go to Google Drive.
  2. Locate your .xlsx file and drag it onto the Google Drive page (this is actually your personal Google Drive page – note the My Drive name at the top).
  3. Once the file has uploaded, double click on it and then select Open with Google Sheets.
  4. You can now view or edit the file.
  1. Go to Account Recovery.
  2. Enter your phone number, email address or user ID.
  • If you do not know any of the above, click I don't know my user ID or email to be taken a different route.
  1. Follow the on-screen prompts to retrieve your user ID or to reset your password.
  1. From the login screen, under the Sign In button, click I forgot my user ID or password.
  2. Follow the on-screen prompts to retrieve your user ID or to reset your password.
  1. Go to our Privacy and Security center.
  2. Scroll down to the Privacy and Security actions section and select Manage your data.
  3. Next we'll ask for identifying info to help us search for data of yours that we have stored.
  4. If we find data, we'll send you an email(s). Click the link in the email and we'll walk you through how to delete your data.

 

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