Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI'll share some tips to help you enable the remove option in the action column, Chrisos.
First, make sure you log in as the Primary Admin of the account to process your request to remove an accountant user, then proceed to remove the accountant.
Here's how:
If the current accountant were set as the lead accountant, you can't immediately remove them. You must first appoint a new lead before removing the existing accountant.
For more details on managing your accountants, please refer to this article: Add or remove an accountant user in QuickBooks Online.
Also, you can check this article to assist you in creating personalized and professional-looking sales forms: Customize invoices, estimates, and sales receipts.
Keep us posted if you have other concerns about removing users. I'm always here to help. Have a good one.
Who is the Primary Admin? You or your old accountant?
Thank you so much. I have it resolved
You're always welcome, Chirosmom.
I'm glad to know that your issue has already resolved. I appreciate you taking the time to provide us update about this.
If you have any other QuickBooks issues, please post them here. We are always ready and willing to assist. Have a fantastic day and success with your business!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.