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josephgarcia123-
Level 1

How do you remove the previous accountant and add a new one from quickbooks?

 
4 Comments 4
IntuitAika
Intuit

How do you remove the previous accountant and add a new one from quickbooks?

Hi josephgarcia123-,

 

Thank you for posting in the Community!

 

You can remove an accountant user on file by following these steps.

 

  1. Go to the Gear icon and select Manage users.
  2. Select the Accountants or Accounting firms tab.
  3. Find the accountant you want to remove.
  4. From the Action column, select Delete.
  5. Select Delete.

 

However, if the accountant is listed as a Primary Admin user on file, you may need to contact them so that they can transfer the Primary Admin access to another user on the file.

 

Feel free to reply on the thread below if you have any other questions. Have a great day! 

4Gal
Level 11

How do you remove the previous accountant and add a new one from quickbooks?

@josephgarcia123- 

Who is the Primary Admin? You or your former accountant?

josephgarcia123-
Level 1

How do you remove the previous accountant and add a new one from quickbooks?

Looks like they are, there is no delete button. Great idea, Goodluck if you can't get in contact with them.

4Gal
Level 11

How do you remove the previous accountant and add a new one from quickbooks?

Last resort, you can purchase a 3rd party service to migrate data to a new QBO account.