cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

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

 
6 Comments
Highlighted
Moderator

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! 

Highlighted
Level 1

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

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

Highlighted
QuickBooks Team

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

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.

Highlighted
Level 11

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.

Highlighted
Level 1

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

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

Highlighted
QuickBooks Team

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 there, @Yuki1.

 

Let me guide you on where you can select the delete option in QuickBooks.
 

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.

Need to get in touch?

Contact us