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cacc15
Level 1

How do stop emails to my accountant

stop sending  tax withdrawal emails to my accountant
7 Comments 7
MirriamM
Moderator

How do stop emails to my accountant

I can certainly assist you with updating your email preferences to ensure that your accountant no longer receives tax notification emails, cacc15.

 

To make this change, you can access the Payroll settings in your QuickBooks Online (QBO) account and follow these steps:

 

  1. Go to the Gear icon at the top.
  2. Select Payroll settings.
  3. Locate the Email notifications section and click the pencil icon.
  4. Uncheck the Payday reminders and Tax setup reminders box.
  5. Click Save, then Done.

 

That's it, cacc15! Your accountant would no longer be able to receive email notifications.

 

If you have other preferences you'd like to customize for your payroll account, you can refer to this article for additional information:

 

 

If you have any further questions or need assistance with QuickBooks, feel free to reach out. We'd be more than happy to help, cacc15.

cacc15
Level 1

How do stop emails to my accountant

the emails are being sent from [email address removed].  I would still like to receive the emails but i do not want my bookkeeper to receive them.  all of my tax emails are being cc'd to my bookkeeper. I would like to be the only one to receive them.  I do not want my bookkeeper to have admin access. Quickbooks says that the issue is fixed but I am still receiving emails with my bookeeper being cc'd. I am the accountant, and my bookkeeper is my bookeeper. 

JoanaC
QuickBooks Team

How do stop emails to my accountant

Hello there, @cacc15. I'd be happy to assist you in removing your bookkeeper as a CC on your tax email.

 

We need to verify if your bookkeeper is configured as an accountant for your account. By default, QBO sends the tax email to the primary admin and accountants.

 

If you've set up your bookkeeper as an in-house accountant, we'll need to change his role as company admin. In this way, he will not be receiving the tax emails. Follow these steps:

 

  1. Go to the Gear icon, then select Manage User.
  2. Find your accountant, and click Edit.
  3. Select Roles.
  4. Change In-house Accountant to Company Admin.
  5. Hit Save Changes.

 

After these changes, I assure you that your bookkeeper will not receive the emails.

 

In addition, let me share this article if you want to change your Intuit Account information: Update or change your Intuit Account sign-in information.

 

Don't hesitate to leave a reply if you still have questions about managing your users. Have a great day.

cacc15
Level 1

How do stop emails to my accountant

Hi, next to the Accountant/Bookkeeper name, when I click edit, the only tab selection is to delete, so I deleted them; however, I need to add them back as a bookkeeper with no CC of emails. so for your suggestion, which is "to change his role as company admin,"  for this to work, do I just add them or do I send the invite, which is the accountant invite by default, which is causing the issue?

 

Again, thank you.

cacc15
Level 1

How do stop emails to my accountant

change my accountant's role to bookkeeper so that he will not be receiving my tax emails.

cacc15
Level 1

How do stop emails to my accountant

change my accountant's role to bookkeeper so that he will not be receiving my tax emails.

CarlSJ
QuickBooks Team

How do stop emails to my accountant

Thanks for returning to this thread, @cacc15. Let me clarify why your accountant receives tax withdrawal reminders through email in QuickBooks Online (QBO).

 

Please know that the Primary and Company Admin users will receive email reminders when set up. Ensure the accountant hasn't been set up with these roles so they won't receive email reminders.

 

In the meantime, let's add again your accountant to the Accountants section to prevent QuickBooks from sending tax withdrawal emails:

 

  1. Sign in to your QBO account.
  2. Select the Settings icon and choose Manage Users.
  3. Select the Accountants tab.
  4. Enter your accountant's email, then click Invite.
  5. Notify your accountant to accept the invitation via email.

 

I've attached a screenshot for your reference:

 

accountant.png

 

Moreover, you can utilize this article to see how much sales tax you owe by generating a report: Check how much sales tax you owe in QBO.

 

I'm here to help with additional questions regarding tax withdrawal reminders via email. Have a good one.

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