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xerky
Level 1

How do I remove my accountant and add a new one? How do I delete their user account?

 
5 Comments
Adrian_A
Moderator

How do I remove my accountant and add a new one? How do I delete their user account?

We can remove the accountant through the Manage Users page, xerky.

 

Let me guide you with these steps:

 

  1. Click the Gear icon and then select Manage users.
  2. Go to the Accountants tab.
  3. Locate the accountant's name and click Delete under ACTION.
  4. Click Yes to confirm.

 

Once deleted, you're good to add a new one

 

You can also share this reference to your new accountant that has lists on what they can do with your QuickBooks account: Use accountant tools and features in QuickBooks Online Accountant.

 

As always, I'm just a post-away if you need help. Keep safe!

xerky
Level 1

How do I remove my accountant and add a new one? How do I delete their user account?

Adrian_A (Moderator) posted a new reply in Account management on December 13, 2020 09:09 PM: gave me a superb response.

 

Re: How do I remove my accountant and add a new one? How do I delete their user account?

We can remove the accountant through the Manage Users page, xerky.

 

Let me guide you with these steps:

 

Click the Gear icon and then select Manage users. Go to the Accountants tab. Locate the accountant's name and click Delete under ACTION. Click Yes to confirm.


Once deleted, you're good to add a new one. 

 

You can also share this reference to your new accountant that has lists on what they can do with your QuickBooks account: Use accountant tools and features in QuickBooks Online Accountant.

 

As always, I'm just a post-away if you need help. Keep safe!

 

But I was not specific enough. The accountant and firm in question initialized QBO for me. There is no option under Action to delete them. Nor to remove them as one of my two accounting firms.

I also think they set up QBO to run billing through their firm and not directly to me.

I am thinking the will require intervention on the back end by a QBO admin

katherinejoyceO
QuickBooks Team

How do I remove my accountant and add a new one? How do I delete their user account?

Hi there, @xerky

 

Thanks for simplifying your concern. I know how you wanted to remove your previous accountant so you can add the new one.

 

Since your subscription is under the accountant's wholesale billing, you'll need to contact your accountant and ask him/her to remove your company from wholesale billing so you'll have full control of your account. 

 

Aside from the resource shared by my peer above, you may also send this article to your accountant: Manage your wholesale billing plan and wholesale billing clients. It includes steps on how to remove your company from their wholesale billing plan. 

 

Feel free to message again if you have additional questions, @xerky. I'm always around to help in any way I can. 

 

Fiat Lux - ASIA
Level 15

How do I remove my accountant and add a new one? How do I delete their user account?

@xerky 

If your current accountant is refused to transfer the Master Admin role and you are still able to login as a Company Admin, you may have 2 options to claim your data.

xerky
Level 1

How do I remove my accountant and add a new one? How do I delete their user account?

Unfortunately, no. 

 

The accountant had set of my QBO as a sub account under who their own.

I could not remove them or their login.

 

The only solution was to begin from scratch, create a new QBO subscription.

I am in the process of retrieving the records now and then I will server all relations with the first accountant.

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