Deleting an accountant

Who is your primary admin? Your accountant or yourself?

Hi there, ian-bendcalibrat.

I'm here to get the help you need to ensure you can delete an accountant.

To be sure we're on the same page, I'd like to verify if you removed an accountant from the Manage Users page. If yes, please know that accountants can't remove other accountants or themselves from that page. If you want to remove an accountant, you'll have to log in to QuickBooks Online as a primary admin and continue following the steps you've shared.

For your visual reference in managing an accountant user, see this article: Add accountant users in QuickBooks Online.

For future help, you can check out this article to help guide you in managing users: Add and manage users in QuickBooks Online.

If you have further questions about removing an accountant, let me know by commenting below. I'll be here to lend a hand. Have a great day!

The delete column is blank.  I am the primary admin, but cannot delete an accountant.  How is this accomplished?

Hi there, @kscpamaine.  

When we encounter unexpected situations while using QuickBooks Online (QBO), we can perform some basic troubleshooting steps to determine if it's a browse-related issue.  

Your browser's cache saves files on your computer to enable the website to download faster on your next visit. However, it can also get outdated over time, leading to problems in accessing websites. To get started, we have to open your QBO account on an incognito window. Doing so will prevent the browser history from being saved. 

You can refer to the following keyboard shortcuts based on your browser type:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with a clean slate. 

However, if the issue persists, I recommend contacting our support team. They have the resources to investigate this issue while ensuring your personal information remains secure.   

Here's how: 

1. Go to the Help (?)icon.
2. Choose either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or click Contact Us and choose a way to connect with us:
• Start a chat with a support expert.
• Get a callbackfrom the next available expert.

Additionally, browse this guide to learn how to add or delete user profiles in QBO: Add and manage users in QuickBooks Online. 

Please let me know if you have more follow-up concerns about managing your accountants in QBO. Stay safe always!  

I'm curious if you ever resolved this?  I am in the exact same situation and support is unable to assist.  It is infuriating! 

Did you ever get a resolution to this?  I have the exact same thing and support is unable to fix!

We understand the urgency to delete an accountant user in QuickBooks, L4M.

Upon checking our system, I found an ongoing investigation regarding the error when deleting an accountant user: INV-100160. Therefore, I suggest contacting our support team. They can provide you with further information and share an update regarding this matter.

Here's how:

1. Log in to your QBO account.
2. Click Help (?).
3. Select Contact Us and choose a way to connect with us.

• Start a chat with a support expert.
• Get a call back from the next available expert.

You may also want to learn more about the support hours of QuickBooks.

Moreover, you can also check this article as a reference when you need to assign the primary admin to another user in QuickBooks: Change the primary admin user in QuickBooks Online.

Feel free to give us an update or post your QuickBooks-related concerns in the Community forum. We'll make sure you're taken care of.

I have the same issue. I want to delete/remove an accountant from my QBO account, but it seems to be IMPOSSIBLE. I tried to delete it from the primary admin as well as from the company's admin account and still gives me the same error: 

Something went Wrong

Sorry, this accountant is currently responsible for this company's QuickBooks subscription. Please contact the accountant to transfer the subscription to the company, and try again.

_______________________________________________

I set up my business through LegalZoom, and I also got the QBO subscription and Tax services through LegalZoom. I noticed that I paid more for the QBO subscription through LegalZoom (approximately $10 more) than the actual price on the QB website. I already called LegalZoom and their Tax service provider but they can't delete the accountant from my account. 

Thanks for joining the thread and sharing the exact error message, @JV013. 

I'll share the steps on how to remove your accountant from your QuickBooks account.

Based on the prompt message that you've received, your subscription may be a part of your accountant's ProAdvisor Preferred Pricing plan. That means they are the ones who purchased the subscription.

I'd suggest reaching out to your accountant so they can remove your account from their ProAdvisor plan. Here are the steps they can follow:

1. Transfer the primary admin role to the client of their company file.
2. In QuickBooks Online Accountant, go to Settings ⚙ and then Billing and subscriptions.
3. Click the Your subscriptions tab.
4. Select the client they want to remove.
5. From the Select actions▼dropdown, click Transfer billing to client.

Your QuickBooks account will be set to read-only mode after the removal process. This means you'll still be able to view your accounting data and reports, but you won't be able to modify any information or perform transactions. To regain full access and restore your ability to make changes, you'll need to update your billing info. 

Once done, you can now remove your accountant from your company file. 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 here, you’ll learn how to manage user roles, permissions, and the tasks each user can do in the company.

• User roles and access rights in QuickBooks Online
• Add and manage users in QuickBooks Online

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

@JV013 

You must ask LegalZoom to transfer the Primary Admin role to your end. Otherwise, you need to purchase a 3rd party service to migrate your data to a new QBO account.

How do we set up new payment options when our accountant is no longer communicating with us?

I am

I deleted him as a user, but cannot delete him as the accountant 

You'll need to transfer the master admin title to an active user, @Tsav6. Since you can no longer contact your accountant, I suggest submitting a request. I'll share information on how you can change your payment options.

You can assign the primary admin role to an existing QuickBooks user or create a new user account with the company admin role. After they've been added and accepted the invitation, you can go through with the transfer. You must be signed in as the current primary admin to proceed with this process.

If the existing primary admin is no longer part of the organization, you can submit a request to be the primary admin.

For follow-up, you can contact support. Here's how:

1. Log in to your QuickBooks Online.

2. Click the Help (?) icon in the upper right corner.

3. In the search bar, type contact support. And then, click Contact Us.

4. Choose a way to contact us.

In addition, you may want to update your email address, user ID, password, and other information for your QuickBooks account. Feel free to read this article: Update or change your Intuit Account sign-in information.

Please don't hesitate to reach out if you need further clarification on changing payment options in QBO. We're fully committed to resolving your concerns to your satisfaction and enhancing your experience with QuickBooks every step of the way.

@Tsav6 

Who is the Primary Admin? You or your accountant?