How do I change my accountant on Quickbooks?

What if the add accountant link doesn't come up after deleting it? I now have no accountants. My account is the master admin too.

Hello, tbash.

Thanks for joining in on this thread and letting me know about what you're seeing (or not seeing rather) when trying to add an accountant. I'd be glad to offer my assistance.

To make sure this isn't an issue with the browser, I recommend clearing the cache first. Every so often the cache can get bogged down with older stored data which can potentially cause system errors in QuickBooks Online. Clearing it will get everything back up and running at optimum performance. For example, if you're using Chrome, these steps will walk you through the process:

1. Click the three vertical dots in the top right corner.

2. Select History, then History once more.

3. Choose Clear browsing data.

4. Only check Cached images and files.

5. Change the Time range to All time.

6. Click Clear data.

This article provides the directions to do this in different browsers: https://quickbooks.intuit.com/community/Getting-Started/How-do-I-clear-my-browser-cache-and-temporar....

Additionally, this article offers helpful pointers on managing accountant users in QuickBooks Online: https://quickbooks.intuit.com/community/Help-Articles/How-to-manage-an-accountant-user-in-QuickBooks....

Please let me know how things look after giving this a try. I'll be here to help.

How do you do it in the desktop version?

Hello there, @Jabco.

In QuickBooks Desktop, you can remove an accountant and add a new one in the Users and Roles window. And I'd be happy to walk you through how to get this done.

Here's how to remove accountant access:

1. Go to the Company menu.
2. Choose Users.
3. Click Users and Roles.
4. Select the Accountant access you wish to remove, then click Delete.
5. Hit Yes to confirm.

In adding new accountant access, please follow the steps below:

1. Go to the Company menu.
2. Select Users.
3. Choose Users and Roles.
4. Click the New button.
5. Enter the User Name and Password.
6. In the Roles section, add Accountant to Assigned Roles.
7. Hit OK to save.

Once done, you'll be able to remove accountant access and add new accountant access.

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.

Keep me posted if you need anything else. I'm always right here to help you.

In my situation, the "old" accountant has "master admin" and has become non-responsive.  I can not get the old accountant to return calls or get the work done to complete my return(s).   

Is there a procedure for intuit/QuickBooks to grant me "master admin" on my business account if the old accountant does not respond to repeated requests?

Thank you for joining the thread, @BobStahrBTC.

Yes, there's a process on how to transfer the master admin role to yourself. I'm here to route you to the right support who can assist you with the steps. 

To transfer the role, you can connect with our Support Team. This way, a representative can open your account securely and give you the master admin role.

Here's how to contact support:

1. Open QuickBooks, then go to the Help.
2. Select the QuickBooks Desktop tab.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect.

Before that, you can open this link so you reach out to them at your most convenient time: Support hours and types.

For more information about the different users and roles in QuickBooks Desktop, feel free to read the details from these articles:

• QuickBooks Desktop Users and Restrictions
• Create and manage roles in QuickBooks Desktop Enterprise

Once done, you can also open the topics from our help articles as your guide while working with QuickBooks in the future.

Keep in touch with me if you have any other questions. I'm always here to help. Have a good day!

@BobStahrBTC 

For your reference

https://quickbooks.intuit.com/learn-support/en-us/intuit-account/request-to-be-the-master-admin-or-p...

I am not surprised if Intuit declined your request as long as your old accountant paid the subscription bill to them. If you still hold a Company Admin credential, you may open a new QBO account.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

Then you may have 2 options as workaround:

1. Utilize a 3rd party migration tool to clone the data

 https:// transactionpro.grsm.io/qbo

2. Purchase a 3rd party migration service.

we need to change accountant in desktop, how? 

I can see that you want to add a new accountant to your QuickBooks Desktop (QBDT), gieschen. I'm here to guide you through the process seamlessly.

Adding a new accountant to your account will allow them to access and assist with your financial records efficiently. By doing so, you can collaborate effortlessly with your accountant, ensuring accurate and up-to-date financial management for your business.

Let's get started and ensure the new accountant has access and privileges to help you with your accounting needs. First, remove the old accountant if needed. I'll guide you on how to do it.

1. Go to the Company menu.
2. Hover over Users, and select Set Up Users and Roles.
   
3. Choose the accountant you want to remove.
4. Hit Delete and Yes to confirm.
   

Once done, click the New button to add the accountant. Here's how:

1. Enter the User Name and Password. Then, Confirm the Password.
2. Select Accountant in the Available Roles column.
3. Click Add, and then Continue.
4. Hit OK.
   

You can visit this article for more information: Set up an External Accountant user in QuickBooks Desktop.

Get back to me if you have other concerns about adding an accountant in QuickBooks. I'll be around to answer them all for you. Keep safe and have a good one!