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Connect with and learn from others in the QuickBooks Community.
Join nowWho is the Primary Admin? You or your former accountant?
Welcome to the QuickBooks Community, Mwalden.
Let me provide different steps to ensure you can change your accountant on your end efficiently.
If you're referring to changing your accountant using the standard QuickBooks version, you can complete the process by going to the Manage Users section. Before doing so please make sure that you're logged in as the Master or Company Admin so you can allow to perform this.
Here's how:
Once done, you can follow these steps on how to remove your old accountant:
However, if you mean to update the previous accountant who is set as the primary admin in your account, you have to contact the said person. Then ask to transfer the role on your end. If you no longer have contact with that person, you can request a primary admin change. This way, you can transfer the access rights.
In case you need details about the usage limits for each subscription level so you can manage your users in QBO, you can read this article: Learn about usage limits in QuickBooks Online.
Don't hesitate to comment below if you need further assistance regarding organizing your account and users in QBO. I'm always here to help you out again, Mwalden. Stay safe and have a nice day!
Thanks for joining in on this thread, @Mwalden
It appears you've posted a similar concern to which my colleague responded. You may check out this link for her suggested resolution: https://quickbooks.intuit.com/learn-support/en-us/account-management/how-do-you-change-your-accounta...
Feel free to get back to us if you need further help managing checks in QuickBooks Online. The Community is here to help anytime. Stay safe, and have a great rest of the day.
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