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Replying to:
MarninaM
QuickBooks Team

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Hello steve!

If you need to change your accountant in your QuickBooks Online account, you’ll need to delete your old accountant’s information.

Here’s how:

  1. Choose Gear icon > Manage Users.
  2. Highlight the name of the user you wish to delete.
  3. On the bottom right of that field, click Delete.
  4. You will now get this message: Are you sure you want to delete?
  5. Click Yes

Note: If you delete a user the history in the activity log for the user will remain.

If you'd like to give your new accountant access to your company, see the steps below.

  1. Choose Gear icon > Manage Users.
  2. Under Accounting Firms at the bottom of the page, click Invite Accountant.
  3. Enter Accountant's email address and name if you would like (this is optional, email is not).
  4. Click Next then Finish.

When you click Finish, an e-mail will be sent to your accountant. Tell them to read the e-mail, and then click the link that says Click Here. If they already have a QuickBooks Online user ID and password, they can use it. If not, this is where they create their user ID and password. Please note that the user will not be able to accept this invitation from the mobile app; they have to accept the invitation through the email link.

That’ll do it! Feel free to reach out if you have any other questions! Stay safe!

 

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