Mark_R
QuickBooks Team

Account management

Hello there, @Jabco.

 

In QuickBooks Desktop, you can remove an accountant and add a new one in the Users and Roles window. And I'd be happy to walk you through how to get this done.

 

Here's how to remove accountant access:

 

  1. Go to the Company menu.
  2. Choose Users.
  3. Click Users and Roles.
  4. Select the Accountant access you wish to remove, then click Delete.
  5. Hit Yes to confirm.

In adding new accountant access, please follow the steps below:

 

  1. Go to the Company menu.
  2. Select Users.
  3. Choose Users and Roles.
  4. Click the New button.
  5. Enter the User Name and Password.
  6. In the Roles section, add Accountant to Assigned Roles.
  7. Hit OK to save.

Once done, you'll be able to remove accountant access and add new accountant access.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.

 

Keep me posted if you need anything else. I'm always right here to help you.