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We are new to Quickbooks. How do I delete the individual that is in My Accountant ?

 
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We are new to Quickbooks. How do I delete the individual that is in My Accountant ?

It's my pleasure to have you here, imarbet.

 

I'm here to guide you with this. You're referring to delete or remove the accountant in your book, right? If so, here are the steps that will guide you on how to do it:

 

  1. Log in to QuickBooks account as Admin user.
  2. Go to the Gear icon.
  3. Click Manage users under Your Company.
  4. Select the Accounting firms tab.Then, find the name of the accountant that you want to remove.
  5. Under the Action column,  click the drop-down arrow and select Delete.
  6. Click Delete to confirm your selection.

user.PNG

 

Also, I would like to include the guidelines about managing the accountant users in QuickBooks Online. If you have other users, you can use the audit log to keep track of the transactions that were added, deleted, and modified by them. Here's an article where you can learn on how to use this feature.

 

You can always post your concerns to this thread. I'll get back to you as soon as I can to help you figure them out. Thanks!

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