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amyjeanyeager05
Level 1

How do I remove an accountants access to my quickbook account?

I have a new bookkeeper, and I do not want for the previous bookkeeper to still have access to my business account. How do I delete their previous access?
7 Comments 7
Fiat Lux - ASIA
Level 15

How do I remove an accountants access to my quickbook account?

How did you pay bills for QBO account? Thru your accountant or directly to Intuit? Do you have the access as Primary Admin?

DivinaMercy_N
Moderator

How do I remove an accountants access to my quickbook account?

Removing accountant access is a breeze, @amyjeanyeager05.

 

Just make sure you have the Admin rights so you can perform the process. Once confirmed, here are the steps you can follow:

  1. Click Settings and click Manage users.
  2. Select the Accounting firms tab.
  3. Look for the accountant you want to remove.
  4. Click the small arrow dropdown in the Action column and then Delete.
  5. Choose Delete to confirm.

 

Once finished, you can now add your new bookkeeper to your QBO account: Invite an accountant to review your accounting in QuickBooks Online.

 

Just in case you'll need an additional person to manage your QBO account, you can easily add them as one of the users. Then, to manage what they can and cannot do within your company file, you can restrict their access

 

If you have further questions about removing accountant access in your QBO account, please post a reply below. I'm always around to help. Keep safe.

gn_crux
Level 1

How do I remove an accountants access to my quickbook account?

I have three accountants listed, and two have "Delete" next to their name. The one I want deleted does not have delete next to their name, so how do I delete them? 

Fiat Lux - ASIA
Level 15

How do I remove an accountants access to my quickbook account?

@gn_crux 

Did you pay your QBO subscription thru the accountant you want to remove? Is she/he the Primary Admin of your account?

Rea_M
Moderator

How do I remove an accountants access to my quickbook account?

I've come to share details of handling an accountant user in your QuickBooks Online (QBO) account, @gn_crux.

 

The verifications of @Fiat Lux - ASIA are correct. You're maybe part of the accountant's wholesale billing (paying subscription directly to the accountant you want to remove) and you aren't the Primary Admin of your QBO account. That's why the accountant you want to remove doesn't have the Delete option next to their name.

 

To check, you'll first need to know who's the Primary Admin of your QBO account. Here's how:

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Choose the Users tab. From there, check the Primary admin under the User Type column.  81.PNG

 

Once your subscription is under the accountant's wholesale billing, you'll have to contact them to remove your company from their plan. This way, you'll have full control of your account and start paying for your own subscription.

 

Also, I'm adding this article to further guide you in managing user permissions to do specific tasks in your QBO account: Add and manage users in QuickBooks Online.

 

Please keep me posted on how it goes. If you have other concerns about managing accountant users in your QBO account, you can leave a comment below. I'm just around to help. Take care, and wishing you continued success.

gn_crux
Level 1

How do I remove an accountants access to my quickbook account?

Ok, full disclosure. I'm the primary admin. When I gave myself access as the accountant, it locked me out of some items reserved for the primary admin. On the accounting side, I dropped my company as a client and now I'm locked out of my account as the primary admin and accountant. I was able to create a second profile with another email, but it's only an admin level. I think deleting my primary admin profile as an accountant would fix my problems, but I can't find a way to do it.

Rose-A
Moderator

How do I remove an accountants access to my quickbook account?

Thanks for getting back to us, gn_crux. Allow me to share some information regarding deleting the primary admin in QuickBooks Online.

 

Deleting the Primary Admin is unavailable in QuickBooks Online. This access is the main user of the account and the main person who initially set up the account.

 

You can only change the user Admin by following the steps in this article: Change the primary admin user in QuickBooks Online. If you need to delete the Primary Admin, you can reach out to our QuickBooks Online Support to help you with the process.

 

You can use our live messaging option from 6:00 AM to 6:00 PM on weekdays and from 6:00 AM until 3:00 PM on Saturdays. To ensure we address your concern on time, check out our support hours. Here's how to get in touch or chat with us:

 

1. Click the Help (?) icon.

2. Choose Contact Us.

3. Enter a  brief description of your situation in the What can we help you with? area, then click Let's talk.

4. You'll be presented with a few options for connecting with Intuit. Select Chat with us.

 

I recommend visiting this link: Account Management. These will provide links about managing your QuickBooks Online account, users, password, and billing.

 

Keep me posted by leaving a comment below if you need additional assistance. I'll be here to help. Have a good one.

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