Transferring of Accountant Role

I have a way to help you add the other accountant, Eryn L.

Transferring the accountant role is unavailable, Instead, invite the other accountant to access your QuickBooks company.

Here's how:

1. Sign in to QuickBooks Online as the current master admin. If you can’t sign in, you can recover your user ID or password.
2. Go to the Gear > Manage users.
3. Select the Accounting tab.
4. Click the Invite button and add the accountant information.
5. Press Save.

Please see this sample screenshot for a visual reference:

I'm also adding these articles for more information about the users in QuickBooks Online:

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

You can also browse the other articles here.

If there's anything else you need with QuickBooks Online, please post a reply below and I'll get back to you as soon as possible. Thanks.

Hello,

Thank you for your reply. 

I have tried to follow your steps, however, I have encountered the issue that my screen does not have the "Accounting Firms" tab. 

How else may I proceed? Do advise. 

I'm here to ensure you can add your accountant to manage your books, Eryn L.

There are times that your browser is full of frequently-accessed page resources, causing a glitch in QuickBooks Online (QBO). Let's access your account using an incognito window to see if you have the Accounting firms tab. You can refer to these shortcut keys:

• Press Ctrl + Shift + P Firefox.
• Press Ctrl + Shift + N for Chrome.
• Hold down Command + Shift + N for Safari.

If it works, clear your browser’s cache to speed up the loading process of the QBO website and for the system to start fresh. Otherwise, switch to another supported browser.

Please let me know if you have any additional questions regarding managing users in QBO. I'll be right here to keep helping.

Hello, 

Thank you for your advice. 

I have tried using incognito mode as advised. However, the outcome remains the same. 

Is there any other way that I can transfer the role of Accountant to another user? 

Thank you.

I'll continue to help you with this, Eryn.

Since the QBO company that you're working on has a new Master Admin now, you can let him or her remove you from the Accounting Firms section. Then, they can invite a new one. If that new one is already in their user's list, they can remove that user first and reinvite them in the Accounting firms section. The Master Admin can also invite you back as a user if you still want to have access to the QBO company. That will do it.

Please let me know if you have more questions about managing accountant users in QBO.

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