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epwaterland-gmai
Level 1

How do I change who my accountant is?

 
2 Comments 2
Giovann_G
Moderator

How do I change who my accountant is?

Hi there, epwaterland-gmai.

 

I have the steps so you're able to change your accountant.

 

There are two ways to change your accountant in QuickBooks Online. If you're the one who creates your QuickBooks account, you'll have the option to remove them and add a new one. I'll show you how.

 

  1. Go to the Gear or Settings icon.
  2. Select Manage users.
  3. Click the Accountant tab.
  4. Locate the accountant's name and choose Delete under the Action column.
  5. Hit Yes to confirm.

 

Once done, you can follow these steps on this article to add a new one: Invite an accountant to review your accounting in QuickBooks Online.

 

If your accountant initialized your QBO account, you'll need to reach out to them to remove your company from their wholesales billing and ask them to make you the primary admin to have full control of your account. Please share this resource with your accountant for more detailed information: Manage your wholesale discount plan and wholesale discount clients.

 

In addition, you can visit these articles below to learn more about how you can manage your QuickBooks account:

 

 

Feel free to add any details below if you have further questions about managing your account. The Community and I are always here whenever you need help. Take care and keep safe always!

Fiat Lux - ASIA
Level 15

How do I change who my accountant is?

@epwaterland-gmai 

Who is the Primary Admin? You or your accountant?

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