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ArcherBooks
Level 1

How do you remove the original Accountant as a user when they are no longer involved in the company?

The Accountant is also listed as the Primary Admin, and I need to change that, how do I do this?

2 Comments 2
SIAB
Level 7

How do you remove the original Accountant as a user when they are no longer involved in the company?

Only the Primary Admin can transfer access to you. Intuit will not intervene in your dispute. As a last resort, purchase a third-party service to migrate your data to a new QBO account.

Erika_K
QuickBooks Team

How do you remove the original Accountant as a user when they are no longer involved in the company?

You’ll need to take on the role of Primary Admin to remove your accountant, Archer.

 

As mentioned by SIAB, only the primary admin can transfer the admin role. In this case, you'll have to contact your accountant and ask them to transfer the role to you. If this isn't possible, you'll want to submit a request to our account protection team.

 

Here are the steps to follow:

 

  1. Gather the necessary documents for your request. QuickBooks will collect and verify your account information.  
  2. Next, log in to your Intuit Account and complete the required request form. If you don't have an account, create one.
  3. Then, your request will be reviewed by the team and will be pending approval.

 

Once the review is complete, you’ll receive an update via email with the status of your request.  

 

After the role transfer is complete, you'll now be able to remove your accountant. For detailed instructions, please refer to this article: Add accountant users in QuickBooks Online.

 

Additionally, if you'd like to explore the various permissions and limitations, click on the links below for more details:

 

 

Feel free to post here again if you have more questions about the user and role management. We're available 24/7 to offer support and guidance.  

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