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Join nowGood morning, I have several clients on my QBO where I was previously invited as accountant. These clients have not continued the relationship and I would like to take them off my menu. How do I do that? Thanks
I'd be glad to walk you through the steps on how to remove the accountant, @Anonymous.
Let's go to your user settings to do it. Here's how:
Refer to this article for details: Invite an accountant to review your accounting in QuickBooks Online.
You can also check out this link to view related articles that'll help you in managing your account: Account management.
If you still have questions or concerns with your accountant or users, please let me know. I'll be around to assist you. Take care and have a great rest of the week.
Thanks for getting back to me, @Anonymous. Appreciate the screenshot.
It seems that the status of the client you're trying to remove is in Resend invite. That said, you won't be able to view the Delete option.
As a workaround, you'll want to edit the email address of your client to someone you know or use your other email address so you can accept the invitation and delete it from your settings. Let me guide you how.
After sending, open your email invitation and accept it. Once done, go back to the Manage users settings and then Delete. Below is the image of how it looks like to delete.
As always, you can visit this link if you need help with other tasks in QuickBooks Online. Just choose a topic that'll fit your concern.
Keep me posted if you have other questions or concerns about users. I'm always here to assist you. Have a great day ahead.
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