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parkviewplumbing
Level 1

Hi there my question is , how do i add and or remove from the page My Accountant and add a new one?

 
1 Comment 1
JamesM
QuickBooks Team

Hi there my question is , how do i add and or remove from the page My Accountant and add a new one?

Hi there,

 

You've reached the right place for help. QuickBooks Online makes it easy to manage an Accountant User.  To remove the user:

  1. Select the Gear icon at the top, then Manage Users.
  2. In the Accounting firms section, select Accountant row, then choose Delete.
  3. Select Yes to confirm

Here's how to add or invite an accountant:

  1. Select the Gear icon at the top, then Manage Users.
  2. In the Accounting firms section, select Invite Accountant.
  3. Enter your accountant’s email address. Select Next, then Finish.

Please check out the following article for more info https://quickbooks.intuit.com/community/Manage-subscription-and-users/How-to-manage-an-accountant-us.... Otherwise, feel free to reach out if you get stuck. I'm here to help. :)

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