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stevetoward-msn-
Level 1

Can any one help, I've moved accountant, and my old accountatnt was primary admin, how do I best remove them from my Quick books account.

 
2 REPLIES 2
4Gal
Level 10

Can any one help, I've moved accountant, and my old accountatnt was primary admin, how do I best remove them from my Quick books account.

You may have 2 options:

1. Ask your accountant to transfer Primary Admin access to you.

2. If you can access your account as Company Admin, purchase a 3rd party service to migrate your data to a new QBO account.

GlinetteC
Moderator

Can any one help, I've moved accountant, and my old accountatnt was primary admin, how do I best remove them from my Quick books account.

Removing your old account from your account is pretty easy, Steve.

 

It is important to note that the Primary admin has the highest level of access in all parts of the QuickBooks Online account.

 

If your account is still under the management of your previous accountant and you wish to become the primary admin, I have two options available for you.

 

The first option is to contact your previous accountant directly and kindly request them to change the primary admin to either yourself or another designated user on the account. This is often the easiest and quickest way to transfer the role. Check this article for more details: Change the primary admin user in QuickBooks Online.

 

If your previous accountant is unavailable or unresponsive, you can proceed to the second option to submit a request to transfer the role of primary admin. To ensure the security of your account and data, you'll be required to provide supporting documentation that verifies your rightful ownership or access privileges. This documentation will undergo a thorough review by our protection team, who will keep you informed about the progress of your request through email communication.

 

 If you have any further inquiries or require clarification on the process, please don't hesitate to reply below. I'm here to assist you and provide support whenever you need it.

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