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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

 
4 Comments
Moderator

Re: Hi I invited myself as "accountant" (essentially just so i could Un-reconcile my reconciliati...

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! 

Active Member

Re: Hi I invited myself as "accountant" (essentially just so i could Un-reconcile my reconciliati...

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

QuickBooks Team

Re: Hi I invited myself as "accountant" (essentially just so i could Un-reconcile my reconciliati...

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.

ProAdvisor

Re: 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

@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.