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rhimbo
Level 1

How do I disconnect from My Accountant on link.intuit.com

An accountant invited me to connect.  I did so but now want to disconnect entirely.  This is the screen I see, attached, but I cannot find any way to remove the connection to the accountant listed under "My Accountant."  

 

I'm not even sure which product the accountant is using.  I can't tell from the screen I see or from my account management.  

 

 

Solved
Best answer August 28, 2020

Best Answers
LieraMarie_A
QuickBooks Team

How do I disconnect from My Accountant on link.intuit.com

You'll have to reach out to your accountant to unlink your profile with Link, @rhimbo.

 

Intuit Link is a portal for you and your accountant to connect and deliver tax documents and information simply and securely online. It helps manages any request from your accountant and see the progress of your tax filings.

 

You'll also find helpful articles in this link to read on topics about account management like user and subscription management. Just select a subject from the Topics drop-down menu.

 

Feel free to comment down below if you have additional concerns. I'm always around to help. Enjoy the rest of your day.

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4 Comments 4
GlinetteC
Moderator

How do I disconnect from My Accountant on link.intuit.com

Welcome and thanks for providing a screenshot, rhimbo.

 

I'll help share some insights about this. Since you've mentioned that you're invited by your accountant, you may consider reaching out to him/her to remove the connection to the accountant list. 

 

Here's how to delete or remove a client in QBO:

 

  1. From the Client's list's Name column open the client's name link.
  2. From the Edit client drop-down menu, select Delete permanently.
  3. Select Yes, when the confirmation prompt appears.

Here are some links about managing the client's status in QBOA for additional information:

 

I'll be around if you have any questions about QuickBooks. Have a good one!

rhimbo
Level 1

How do I disconnect from My Accountant on link.intuit.com

Hello and thanks for the reply.  I believe your instructions are for the owner of a business who has clients.  For my case, my accountant is the one who owns his accounting business and he invited me to join as his client.  

 

Thus the links you provided describe how to manage ones clients from the business owner's perspective.  The information is irrelevant to me as the client.   Is there any way for me to dissociate myself from this business other than requesting it from the business?

 

Thanks,

 

LieraMarie_A
QuickBooks Team

How do I disconnect from My Accountant on link.intuit.com

You'll have to reach out to your accountant to unlink your profile with Link, @rhimbo.

 

Intuit Link is a portal for you and your accountant to connect and deliver tax documents and information simply and securely online. It helps manages any request from your accountant and see the progress of your tax filings.

 

You'll also find helpful articles in this link to read on topics about account management like user and subscription management. Just select a subject from the Topics drop-down menu.

 

Feel free to comment down below if you have additional concerns. I'm always around to help. Enjoy the rest of your day.

rhimbo
Level 1

How do I disconnect from My Accountant on link.intuit.com

Thank you, LieraMarie_A.  Yes, that is what I suspected.  I could not find anything under my account management area.  Thus I assumed that the "accountant" had the access and "authority" to manage the "link".

 

Thanks...

 

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