Hi I invited myself as "accountant" (essentially just so i could Un-reconcile my reconciliations) and now i would like to remove myself as QB accountant

Hello llanaro,

Removing an accountant access is deleting its email from the Manage Users settings. Here's how:

1. Log in to https://qbo.intuit.com as the Master Admin (not the accountant's user access).
2. Click on the Gear icon.
3. Choose Manage Users.
4. In the Accounting Firm tab, click on the Delete in the Action column.
5. When prompted to continue deleting the access, click on Yes.

Let us know if you have any questions. Thanks! 

Thank you. The problem is that QBO is not giving me the option to delete this particular accountant: for one accountant there is a pull down menu with DELETE on it, for the other accountant (me) that pulldown menu or any action is not present

Hi llanaro,

Just an insight, we won't advise clients to invite themselves as accountants just for undoing reconciliations. There's a chance that their company can't be detached from the QBO Accountant firm. Also, the client won't be able to access his company without going through the QBOA firm.

Let's get your account removed, but please don't invite your self again to avoid issues in the future.

You can't remove your QBO company from your QBOA Firm if your the Master Admin of it. So, you'll have to access it first using the Edit client option in the QBOA firm, invite a new user, and transfer the Master Admin role to him. He has to accept the invitation and wait for the confirmation to be sent to your email. Once confirmed, log in to your QBOA firm and delete your QBO company.

Once detached, you can ask the user to transfer you the Master Admin. Then, you can delete him from your company.

We are always here if you have other questions.

@llanaro 

I invited myself as "accountant"

Using a totally different email address or using the same email address that you've as admin? If it's a new email address, you should be able to delete like the other one on the Accounting firm list. 

Since they recently updated this manage user, I hear issues, not sure they fixed it yet. I would suggest calling Tech Support and let them look at it. Hope they resolve this for you.

Hi Jess,

I followed all the steps you mentioned but I'm now stuck at the final step: "Once confirmed, log in to your QBOA firm and delete your QBO company."

I've logged into my QBOA but I can't see how/where I can delete myself from the QBO company.

Thank you for your help,

Yuki

Hello there, @Yuki1.

Here's how:

1. Log in to your account.
2. From the left menu, click Clients.
3. Click the client's name.
4. At the top right, click the Drop-down arrow beside Edit client.

You can read this article for your reference about undoing a reconciliation: How to Unreconcile a Transaction or Undo a Reconciliation.

You can always drop by here in the Community if you need a helping hand. I’l be around to help. Have a great rest of your day.

Hi there, I'm completely panicked. I accidentally made myself the accountant. Now it's the only view that I see is Quickbooks Accountant. All of my information is not there. I have tried everything above and still have no option to delete. I've added another user, made them primary admin and I still don't have a delete option. I'm getting extremely stressed out. Please Help!

It happen sometimes especially we're too busy, Jenn_West1.

The new user should be able to remove the accountant access and add you back as the primary admin. 

Since you can't still see the option to delete it, I would recommend reaching out to our phone or chat support teams. They can take a closer look at this and help you make sure you can remove the accountant relationship and go back to the regular QBO account.

Here's how to reach out to them:

1. Go to the Help menu in the upper-right hand corner to open the QB Assistant window.
2. Type in "talk to a human", then press Enter.
3. Click Contact Support Team, then let them know that you want to remove yourself as an accountant.
4. Press Enter once again.
5. Select No, I still need help, then choose Contact Support Team.
6. Look for the Chat option and click on it.

Please check this article to see their business hours and other contact details: QuickBooks Online Support.

For more information and guidance about managing users, feel free to check out these articles as well:

• User Roles and Access Rights in QuickBooks Online 
• What To Do If Invited Users Did Not Receive Your Email Invitation in QuickBooks Online 

Let me know if the support team as able to help you remove the accountant access. You can also post more questions if you need anything else. 

I just did the same thing. It is still not clear to me how to undo this. I am (was!) the primary admin. 

I understand that you're facing some challenges and are looking to undo a recent action you took as the primary admin, @keribethany.

I'm here to assist you in resolving this issue and providing clarity on how to proceed.

I've looked into our system and confirmed that there's an ongoing issue with the missing option to delete or remove the Accountant user. Rest assured our dedicated product engineers are diligently working to address these concerns at the earliest opportunity.

With that in mind, I recommend reaching out to our QuickBooks Online support team so that you can be included in the list of affected users. This will help our engineers assess the scope of the issue and keep you informed via email updates once it's resolved. Furthermore, please keep in mind that they only operate during specific hours, which are from 6:00 AM to 6:00 PM, Monday to Friday, and 6:00 AM to 3:00 PM PT on Saturdays.

Here's how: 

1. Sign in to your QuickBooks Online company on a web browser.
2. Choose Help (?).
3. Select 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 select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.
  • Ask the community to get help from businesses like yours.

Additionally, I'll be sharing this resource to manage their roles and limit their access to specific tasks in QBO: User roles and access rights in QuickBooks Online.

While we work on resolving this, I kindly ask for your patience and understanding as we work towards a resolution that aligns with your needs. Stay safe!

I just did this!!

You are now logged in as an accountant, congrats!

Look at the top, left-ish side of the page. There is an option that says "Go To Quickbooks" with a little drop down menu. Drop that down and select your company. You are now viewing your company as you did before, but essentially like an accountant would view their clients' books.