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seaviewfinancial
Level 1

Can I remove my accountant in the online version of Quickbooks?

How to remove accountant?
10 Comments 10
Fiat Lux - ASIA
Level 15

Can I remove my accountant in the online version of Quickbooks?

Who is the Primary Admin? You or your accountant?

john-pero
Community Champion

Can I remove my accountant in the online version of Quickbooks?

And who is paying for the subscription?  If you are on the accountant's discounted program (accountant pays Intuit for your QBO) then the accountant only can change the billing to you.

Rasa-LilaM
QuickBooks Team

Can I remove my accountant in the online version of Quickbooks?

It’s nice to see you in the Community, seaviewfinancial.


Let me provide some information about managing users in the online program. Then guide you on how to remove an accountant user.


In addition to @john-pero's answer, you can remove a user as long as you have admin rights. If you’re the one paying for the subscription, let’s go to the Manager users page to delete your accountant. Performing this process is a breeze, and I’m here to guide you.

 

  1. Login to QBO as the primary admin.
  2. Go to the Gear icon in the upper right to select Manage users.
  3. Navigate to the Accounting firms tab and look for the accountant you wish to remove.
  4. Click the drop-down arrow in the Action column and choose Delete.
  5. Choose Delete to confirm the action.

 

If your subscription is under the accountant's wholesale billing, contact them to remove your company from their plan. This way, you can manage your account.


Here’s an article that provides more details about adding or removing an accountant: Invite an accountant to review your accounting in QuickBooks Online. It includes a video for visual reference.


You can also read through these guides for future reference. From there, you’ll learn how to manage user roles, permissions, and know the tasks each user can do in the company.

 

 

Reach out to me if you have any clarifications about removing a user. I’m more than happy to answer them for you. Have a great week ahead.

lgsmith
Level 1

Can I remove my accountant in the online version of Quickbooks?

Hi Rasa,

 

As the accountant, how do you remove your firm from the clients file. They hold the subscription and master admin right.

katherinejoyceO
QuickBooks Team

Can I remove my accountant in the online version of Quickbooks?

Hello there, @lgsmith

 

Thanks for joining in this conversation. In your case, you'll need to contact your client and ask him/her to remove you as an accountant. 

 

The steps shared by my colleague above will guide your client with the process. 

 

For future reference, here's an article that can help as an accountant to learn more about managing clients' lists from your wholesale billing plan. 

 

Come again and I'm here to help you out with your additional concerns. Take care!

zlamb1825
Level 1

Can I remove my accountant in the online version of Quickbooks?

When I get into the manage user accounting firm tab it shows my information as well as my previous accountant. However, I do not have the dropdown option on the side to remove them? I remember adding them and it was very easy, but I can't seem to remove them now. I am the primary admin and billing is done through the business. How can I get them removed? 

Mich_S
QuickBooks Team

Can I remove my accountant in the online version of Quickbooks?

Thank you for joining the thread, @zlamb1825.

 

I can help you sort things out so you can remove the old accountant access in QuickBooks seamlessly.

 

The stored cache can sometimes cause an unusual browser behavior. To verify, let's perform some basic troubleshooting steps. Here's how:

 

Login to your QuickBooks Online account first using an incognito page. Here are the shortcut keys to open it:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

After that, you can go back and follow the same steps provided by @Rasa-LilaM. If you're able to remove the user with no issues, then you'll have to clear your regular browser cache.

 

 

If the issue persists, I suggest using another supported browser.

 

 

To learn more about user roles, see this: User roles and access rights in QuickBooks Online.

 

 

Please feel free to comment back if you have more questions about handling users in QuickBooks. I got your back always. Keep safe!

creo
Level 2

Can I remove my accountant in the online version of Quickbooks?

I tried incognito in chrome and tried using firefox, no actions show up as drop down choices. I need to remove one of the accounting firms and I am the primary admin. Any other ideas?

GebelAlainaM
QuickBooks Team

Can I remove my accountant in the online version of Quickbooks?

Thank you for joining the thread, @creo. I'll make sure to get things done for you by providing you with some information.
 

Since you've tried all of my colleagues' suggested troubleshooting and still get the same error, I recommend contacting our QuickBooks Online Support team. They have the resources to investigate your account and figure out why there's no actions show up as drop down choices.
 

To contact, here's how:
 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help.
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.
     

You can check out this article if you want to add and manage users in QuickBooks Online.
 

Feel free to come back if you have any other concerns about managing your users and clients. I'm always glad to help you out. Take care and have a happy new year in advance!

Fiat Lux - ASIA
Level 15

Can I remove my accountant in the online version of Quickbooks?


@creo wrote:

Any other ideas?


 

@creo 

Last resort, open a new blank QBO account.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

then utilize the trial version a Copy tool to duplicate data.

https://rewindio.grsm.io/copy

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