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Re: I am one of the two accounting firms. My client has replaced the second accounting firm. How ...


@Jonpril_L wrote:

 

 

In the meantime, if you are referring to changing the role of the other accountant in your client's user's list, I'll be happy to help you how it's done.

  1. Go to the Gear icon.
  2. Under Your Company, select Manage Users.
  3. Select the Accounting firms tab.
  4. From the ACTION column, choose either Delete or Make master admin.

This way, you'll be able to manage the other accountant's access and make changes if needed.

 


 

 

I am  an accountant user and I cannot change the other accountant user.  There is no option "from the ACTION column, choose either Delete or Make master admin"