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rtennent91
Level 1

My accountant who has the primary user role passed away, how can I delete them so I don't have to upgrade my account?

Users and Accounting firms
2 Comments 2
Fiat Lux - ASIA
Level 15

My accountant who has the primary user role passed away, how can I delete them so I don't have to upgrade my account?

For your reference

https://quickbooks.intuit.com/learn-support/en-ca/help-article/primary-administrator/request-primary...

 

If you are still able to access your account as Company Admin, you may consider opening a new blank QBO account and migrating your data manually or purchase a 3rd party migration service if required.

https://quickbooks.grsm.io/Canada

https://quickbooks.grsm.io/CFIB

 

Trish_T
QuickBooks Team

My accountant who has the primary user role passed away, how can I delete them so I don't have to upgrade my account?

Hi rtennent91,

 

I'm saddened to hear about the loss of your accountant.  In this situation, it's important that you're able to become the Primary Admin on your QuickBooks Online account.  Following the link provided by Fiat Lux is the best course of action.  Once this process has been completed on your behalf, you'll have full access to your account and there wouldn't be a need to open a new account and migrate your data.  However, should you decide to hire another accountant in the future, you can follow this guide to send an invitation to your books.  I hope this helps!

 

Please feel free to reach back out if you have any other questions.  We'd be glad to assist!

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