Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I separate accounts so a new bookkeeper cannot switch to other companies. And remove my access to the account?

 
Solved
Best answer March 31, 2020

Best Answers
QuickBooks Team

How do I separate accounts so a new bookkeeper cannot switch to other companies. And remove my access to the account?

It’s nice to have you in the Community today, rfisher1.


The Switch Company is a built-in feature that will only show when a user has access to multiple accounts.  Make sure the bookkeeper is not added to some of your accounts.

 

This way, they will not be able to switch from one company to another. In regard to removing your access, I've laid out the steps on how to perform this in QBO.

 

  1. Go to the Gear icon to select Manage Users under Your Company.
    ur.png
  2. From the list, choose the bookkeeper and then click the Edit drop-down in the Action column.
    ur1.png
  3. Press Delete and then hit Delete again to confirm the action.

Here’s an article that provides an overview of managing users in QBO. It includes some links on how to change the master admin and add an accountant user: Add, delete, or change user access.


If there’s anything else I can help you with, let me know in the comment box below. I’ll get back to assist further. Have a great rest of the day.

View solution in original post

1 Comment
QuickBooks Team

How do I separate accounts so a new bookkeeper cannot switch to other companies. And remove my access to the account?

It’s nice to have you in the Community today, rfisher1.


The Switch Company is a built-in feature that will only show when a user has access to multiple accounts.  Make sure the bookkeeper is not added to some of your accounts.

 

This way, they will not be able to switch from one company to another. In regard to removing your access, I've laid out the steps on how to perform this in QBO.

 

  1. Go to the Gear icon to select Manage Users under Your Company.
    ur.png
  2. From the list, choose the bookkeeper and then click the Edit drop-down in the Action column.
    ur1.png
  3. Press Delete and then hit Delete again to confirm the action.

Here’s an article that provides an overview of managing users in QBO. It includes some links on how to change the master admin and add an accountant user: Add, delete, or change user access.


If there’s anything else I can help you with, let me know in the comment box below. I’ll get back to assist further. Have a great rest of the day.

View solution in original post

Need to get in touch?

Contact us