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cperweb
Level 1

How can I change my accountant email?

How do I change my accountant email?
2 Comments 2
CamelleT
Moderator

How can I change my accountant email?

I'll help you manage your accountant's email, cper.

 

First, you'll need to add your accountant again using their new email. Here's how:

 

  1. Go to the Gear icon and choose Manage Users.
  2. Tap the Accountants tab and enter your accountant's new email address.
  3. Hit Invite. Your accountant will receive an email with a link to sign in. 
  4. Once your accountant signs in and accepts the invite, their status will change to Active.
  5. Click Next and Tap on Finish.

 

Then, you'll need to remove the accountant user with their old email address. Here's how:

 

  1. Click the Gear icon and choose Manage Users.
  2. Tap on the accountant you want to remove. Then, from the Action dropdown, tap Delete.
  3. Select Delete to confirm.

 

Additionally, check out this article to help you customize role permissions for your users: Add and manage users in QuickBooks Online.

 

Hit reply if you have follow-up questions about managing your accountant's information. I'll be here to help. Take care!

4Gal
Level 11

How can I change my accountant email?

@cperweb 

Who is the Primary Admin? You or your accountant?

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