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chirosmom-aol-co
Level 1

Need to remove accountant but there is no edit under action

I have new accountant and I need to remove the old one but there is nothing under manage useres action
4 Comments 4
MichaelaS
QuickBooks Team

Need to remove accountant but there is no edit under action

I'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:

 

  1. Sign in to QuickBooks Online as a Primary admin.
  2. Go to the Gear icon, then select Manage Users.
  3. Select the Accountants or Accounting Firms tab.
  4. Find the accountant you want to remove.
  5. From the Action column.
  6. Select Delete.

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.

 

 

 

4Gal
Level 10

Need to remove accountant but there is no edit under action

@chirosmom-aol-co 

Who is the Primary Admin? You or your old accountant?

chirosmom-aol-co
Level 1

Need to remove accountant but there is no edit under action

Thank you so much.  I have  it resolved

DivinaMercy_N
Moderator

Need to remove accountant but there is no edit under action

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!

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