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Use Customer Account Management Portal (CAMPS) for Intuit QuickBooks Desktop

The Intuit QuickBooks CAMPs are the quickest and most straightforward method for dealing with your accounts, contacts, products, billing, and […]

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The Intuit QuickBooks CAMPs are the quickest and most straightforward method for dealing with your accounts, contacts, products, billing, and user ID access. It also gives a helpful method for downloading the product, updating your billing information, review charges, update billing information, change a credit card, cancel your subscription, update email addresses, and find your license number.

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How to Use Customer Account Management Portal (CAMPS) in Your QuickBooks?

Following are the steps which are used in order to use the CAMPS:

  • First you have to Sign in to the camps.intuit.com.
  • First you have to navigate to the link that is camps.intuit.com.
  • Now you have to sign in to you intuit account information. It can be different from the sign in of the company file.
  • In case if there is the option that you can see multiple products then you have to select the QuickBooks Desktop to go CAMP’s option.

Issue While Signing to Camps

The CAMPS need your email to be registered with the QuickBooks company file in order to register to your product. In case if the address of the product is differ to the address which you are using with QuickBooks the issue create. It will damage your file or don’t allow you to sign in. If the email address of your registered product is not created then it will automatically created in QuickBooks in order to access it.

Functions of Customer Account Management Portal (QuickBooks CAMPS)

Following are some of the functions of the customer Account Management Portal are:

  • Always keep up to date for the methods of payments and the update of the payments.
  • The management and the updates about the account information.
  • The list of contacts must be maintained in the QuickBooks.
  • The detail of the subscription and the tracking activity must be updated.

Advantage of using Customer Account Management Portal (QuickBooks CAMPS)

Following are the advantages of the Customer Account Management Portal:

  • You can easily edit or change the email.
  • License number can be searched easily.
  • Downloading of the products which you have purchased.
  • The method of the payment is updated.
  • Have the view of all the product orders, transaction, and charges.
  • The primary contacts are changed.
  • The users can be add, remove or edit.
  • The address of the business and the phone numbers are changed.
  • You can easily manage all the QuickBooks tools in one go.
  • The process is the time saving in the terms of data management and the customer handling.
  • You can easily access the CAMP from any place at any time.

Features of Customer Account Management Portal (QuickBooks CAMPS)

Following are the features of the customer account management portal are:

  • Creating and customizing the invoices and get it paid faster with the online payment options.
  • Creating of the professional Quotes then you can convert the invoices in a one click.
  • The client portal is very useful in order to empower the customer in order to view their transaction in one place.
  • The expenses can be easily calculated by uploading the receipts to stay organized and track where there is a money going.
  • The bills can be easily generated by tracking the payment which you can owe to your vendor.
  • You can easily fetch the bank transaction, categorize, reconcile the accounts very easily.
  • The projects are very helpful in keeping the track of every billable minute with the timesheets and you can turn the time into money.
  • The levels of the Inventory are monitor and you can easily identify the fast-moving items which are helpful in maintaining the stock.
  • Always keep the track of the sales order and confirm customer before shipping the product.
  • Always communicate your vendor that what is your requirement.
  • You should know the GST, liabilities and the returns.
  • E-Invoicing
  • Audit trail.
  • Online payments.
  • Reporting
  • Automation.
  • Documents
  • Vendor portal
  • Mobile
  • See for all the accounts detail.
  • Updating of the account setting and details
  • The detail of the transaction is managed.
  • The one of the great features is to invite the Authorities users.
  • The product and the devices are to be managed.

Add, Edit, and Remove Authorized Users in My Account (QuickBooks CAMPs)

Adding of the Authorized Users in my Account

Follow the following steps in order to add the authorized user in the account:

  • First you have to sign in my account by using the log in ID and Password.
  • Now you have to choose the product or the services in order to need the manage your QuickBooks Pages.
  • Check for the opening account in the right account at the upper right of the page.
  • Be ensure that you are opening the right account.
  • Now you have to scroll down to the authorize user segment.
  • Now you have to choose to invite the user.
  • Now you have to manage all the information of the contact.
  • Select the send invite at the lower right of the screen.

Editing of the Authorized user information

Following are the steps in order to edit the information of the authorized user:

  • Sign in to your account.
  • Now choose the product and services in order to manage your QuickBooks.
  • Now scroll down to the authorized user section in my account.
  • Now you have to choose your name.
  • Edit and update your detail information.
  • Hit the save and close button in order to save the changes which are done by you.

Modify of Authorized User Name

Follow the following steps in order to modify the name of the user:

  • First you have to download the Intuit Account Personal Name Change Form.
  • Now you have to complete the form with all the necessary information.
  • Avoid delay in processing the requests.
  • After completion of the form now you have to send the form to the intuit.

Remove of the Authorized Users

The following are the steps in order to remove the authorized users in QuickBooks:

  • Login to your my account with the help of ID and password.
  • Now you have to manage your QuickBooks Page by choosing the products and the services as per your need.
  • Be ensuring that you have opened the correct account.
  • Now you have to scroll down to the authorized users.
  • From the list of the contacts choose the users name which you want to remove.
  • Click the name of user then hit the remove user button in the bottom of the screen.
  • Now close the window by confirming that you want to delete the selected user.

Need to Update the Email Address

In order to send notification or communicating with any source we need only one thing that is email access to mail.

Email Address for Receiving Notifications

We can easily receive any notification with the help of email. The email is directly connected to the authorized user with the help of the user ID and Password.

Type of Notification User Get

The user can get many types of notifications in their mail, some of them are the following:

  • The newsletter regarding payroll.
  • In the case of annual subscriber there are the notices regarding auto renewal of plan.
  • The update notification regarding to the Intuit QuickBooks Desktop Payroll Tax Table.
  • The confirmation notification regarding to the charge or the order.
  • The notification regarding to the critical notices which are related to the changes in federal and the stage regulations.

Email Update information

In order to update the email you have to follow the following steps:

  • Sign in my account by using the log in ID and the password.
  • In order to manage your QuickBooks page, you have to select the product and the services.
  • Be ensure that you are logged in in the correct account,
  • Now search for the authorized user from the contact list.
  • Hit the edit option which is viewed in front if the selected name.
  • Now mention the new email address in the email field.
  • Hit the save button in order to save the changes which you have done,
  • Now you will receive the notification and updates on your new email ID.

Retrieving of User ID and the Password

The one and only way of getting notifications or other stuff email is used and the email is directly associated with the user email ID and the password. In order to access your email first you have to entre the login ID and the password in their desire field. You can also reset your login id and password according to your need. Whenever you reset your id and password then you will always get the notification of changed password on your mail. The following are the steps in order to update email address:

  • First you have to sign in to the account option.
  • Now select your product and services as per your requirement by opening the manage your QuickBooks page.
  • Click on the top right side of the menu and select the name of company from the drop down list.
  • Navigate and select edit login option from the menu and choose the profile from the list of options.
  • Click on the edit option in email address field.
  • Now enter your new email id in the email field and then confirm it by typing same email id in the confirm email field.
  • Now navigate to the password field and enter the desire password in the password field.
  • Now hit the save button and as soon as you hit it then you will get the confirmation mail on your email address.
  • Now you have to open your email Id with the new email address and password and verify the email by clicking on the link which you receive in your email as confirmation mail.
  • Once your new email address is verified now you can easily use it.
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Frequently Asked Questions (Faqs)

How can I Change Billing Information on the CAMPs?

Follow the following steps in order to update the QuickBooks Desktop payment info:

• Sign in to your camp intuit by using your log in ID and Password.
• Now, from the product and services look for the app or the subscription for your product.
• Now select all the details.
• Now find for the detail of billing and the subscription.
• Edit all the detail of your billing.
• Once you are done save the changes.

How do I Add Users to my Customer Account Management Portal?

Follow the following steps in order to add users in CAMP:

• Go to the manage your QuickBooks page.
• Look for the authorization user section.
• Now hit the invite a user option from the list of options.
• Now entre the detail and correct information i.e name, email, phone.
• Once you are done with the above steps click on the send invite button.

What do You Mean by CAMPs?

The high camp refers to the consciously artificial; exaggerated, self parodying etc.

How Can I Change my Primary Contacts on CAMPs?

In order to change primary contacts on camp you have to follow the following steps:

• First you have to log in with your QuickBooks account i.e CAMP online with the help of email ID and Password.
• Now scroll down and navigate to the primary contact section and hit the change button.
• From the list of accounts in the account option you have to select the new primary contact option.
• Hit the save and close button in order to save the changes which you have done and then successfully exit from the screen.

How Can I Change the Payment Method in QuickBooks?

In order to change the payment method in QuickBooks you have to follow the following steps:

• Open your account with the help of your log in ID and password.
• Hit the setting option in the upper right corner of the screen.
• From the options list of setting select all list in the list column.
• Now you have to click on the payment methods.
• Search for the payment method which you want to edit. Search for the payment method which you want to edit.
• Click on the action column and from the drop down menu click on the drop down menu.
• No select the run report option from the list of options.
• Do the changes as per your requirement.
• Once done with all the above steps click on the save button and save all the changes which you have made.

How Can I Add Credit Card in QuickBooks Desktop?

In order to set the credit card account you have to follow the following steps:

• Select the chart of accounts from the company menu.
• Then hit the plus icon in order to add new credit card.
• Select the credit card which you want to add and then select the continue option.
• A new credit card window will open in front of you.
• Now add the details as asked in the window like name of the credit card or the number of credit card etc.
• Hit the entre opening balance option and now entre the account balance and date.
• Click on the save button in order to save the changes you have done.
• Once you are done with all the above options so now click on close button in order to successfully exit from the screen.

How can I Find my QuickBooks user ID?

Follow the following steps in order to find your QuickBooks user ID:

• First you have to log in as an admin.
• Now go to the company menu and select setup from this.
• Now set up your user ID and password.
• Now entre the password of admin and click ok.
• Once you are done you will see the user name in the user list window.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

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On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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