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Experienced Member

How do I change my accountant on Quickbooks?

I am getting a different accountant. How do I remove the old accountant's access privileges and give a different accountant access?

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Best answer 12-10-2018

Accepted Solutions
QuickBooks Team

Hello steve! If you need to change your accountant in you...

Hello steve!

If you need to change your accountant in your QuickBooks Online account, you’ll need to delete your old accountant’s information.

Here’s how:

  1. Choose Gear icon > Manage Users.
  2. Highlight the name of the user you wish to delete.
  3. On the bottom right of that field, click Delete.
  4. You will now get this message: Are you sure you want to delete?
  5. Click Yes

Note: If you delete a user the history in the activity log for the user will remain.

If you'd like to give your new accountant access to your company, see the steps below.

  1. Choose Gear icon > Manage Users.
  2. Under Accounting Firms at the bottom of the page, click Invite Accountant.
  3. Enter Accountant's email address and name if you would like (this is optional, email is not).
  4. Click Next then Finish.

When you click Finish, an e-mail will be sent to your accountant. Tell them to read the e-mail, and then click the link that says Click Here. If they already have a QuickBooks Online user ID and password, they can use it. If not, this is where they create their user ID and password. Please note that the user will not be able to accept this invitation from the mobile app; they have to accept the invitation through the email link.

That’ll do it! Feel free to reach out if you have any other questions! Stay safe!

 

5 Comments
QuickBooks Team

Hello steve! If you need to change your accountant in you...

Hello steve!

If you need to change your accountant in your QuickBooks Online account, you’ll need to delete your old accountant’s information.

Here’s how:

  1. Choose Gear icon > Manage Users.
  2. Highlight the name of the user you wish to delete.
  3. On the bottom right of that field, click Delete.
  4. You will now get this message: Are you sure you want to delete?
  5. Click Yes

Note: If you delete a user the history in the activity log for the user will remain.

If you'd like to give your new accountant access to your company, see the steps below.

  1. Choose Gear icon > Manage Users.
  2. Under Accounting Firms at the bottom of the page, click Invite Accountant.
  3. Enter Accountant's email address and name if you would like (this is optional, email is not).
  4. Click Next then Finish.

When you click Finish, an e-mail will be sent to your accountant. Tell them to read the e-mail, and then click the link that says Click Here. If they already have a QuickBooks Online user ID and password, they can use it. If not, this is where they create their user ID and password. Please note that the user will not be able to accept this invitation from the mobile app; they have to accept the invitation through the email link.

That’ll do it! Feel free to reach out if you have any other questions! Stay safe!

 

Active Member

Re: Hello steve! If you need to change your accountant in you...

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.

QuickBooks Team

Re: Hello steve! If you need to change your accountant in you...

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.

 

Established Member

Re: Hello steve! If you need to change your accountant in you...

How do you do it in the desktop version?

QuickBooks Team

Re: Hello steve! If you need to change your accountant in you...

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.