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drew27
Level 1

How to remove a Team user access to the firm books?

 
Solved
Best answer July 04, 2022

Best Answers
FritzF
Moderator

How to remove a Team user access to the firm books?

Hello,@drew27.

 

I can share the steps on how to remove team user's access in QuickBooks Online (QBO).

 

Are you using the Accountant version of QBO? If so, you can make team members inactive so they don't show up in the Team menu. Here's how to do it:

 

  1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
  2. Go to the Team menu.
  3. Select the Access tab.
  4. Find the team member and click Edit in the Action column.
  5. From the Status ▼ dropdown, pick Inactive.
  6. Hit Yes to confirm.

 

To know more about managing team members, consider checking out this article: Add and manage your accounting team in QuickBooks Online Accountant.

 

For more tips and other resources, you can visit our website for future reference: Self-help articles.

 

Let me know if you have additional questions about team access or anything else QuickBooks. I'll be here to help. Stay safe.

View solution in original post

1 Comment 1
FritzF
Moderator

How to remove a Team user access to the firm books?

Hello,@drew27.

 

I can share the steps on how to remove team user's access in QuickBooks Online (QBO).

 

Are you using the Accountant version of QBO? If so, you can make team members inactive so they don't show up in the Team menu. Here's how to do it:

 

  1. Sign in to QuickBooks Online Accountant as an admin, or a user with full access permissions.
  2. Go to the Team menu.
  3. Select the Access tab.
  4. Find the team member and click Edit in the Action column.
  5. From the Status ▼ dropdown, pick Inactive.
  6. Hit Yes to confirm.

 

To know more about managing team members, consider checking out this article: Add and manage your accounting team in QuickBooks Online Accountant.

 

For more tips and other resources, you can visit our website for future reference: Self-help articles.

 

Let me know if you have additional questions about team access or anything else QuickBooks. I'll be here to help. Stay safe.