Learn how to assign a new lead accountant for your client’s company in QuickBooks Online.
The lead accountant is the primary contact of a client to your firm. An accountant user becomes a lead accountant when:
You can always change your client’s lead accountant when you need to or when your client asks. Here’s how.
Change the lead accountant
- Go to Clients.
- Find your client. In the Actions column, select the small arrow ▼ icon and select Edit client.
- Go to the Team access section, then select +Show all team members.
- Uncheck the lead accountant’s checkbox. This is the team member which has (Lead) under their name.
- Select Save.
- From the Choose a Lead ▼ dropdown, select the team member you want to assign as the new lead accountant.
- Select Assign.
The old and new lead accountants, and the Master Administrator get an email notification about the change.