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Si yo tengo una bookkeeper pero ya no deseo que continue con mi contabilidad y hacerlo o continuar con quickbooks que debo hacer
¿Necesitas darte de baja y proteger tus datos históricos o si no?
You can add your bookkeeper to handle your accounting, Gary. I can provide the steps of doing so, while sharing another option for you.
If you want your bookkeeper to continue managing your books with QuickBooks, you can invite them by following the steps below:
After that, your bookkeeper will receive an email regarding the invitation. Once they accepted your request, the status on the Manage users page changes from Invited to Active. If your bookkeeper already has QuickBooks Online Accountant, they will receive a link to access your QuickBooks Online company. Otherwise, they need to register for free to use all of the features in your edition of QuickBooks Online.
Here’s an article for more details: Add accountant users in QuickBooks Online
However, you can cancel your QuickBooks Online subscription if you no longer want to use the program and deal with accounting. Before doing so, make sure to export reports, lists, and other data to keep a copy of them. Since you have read-only access for one year, check out this reference about the availability and export polices: What happens to my QuickBooks Online data after I cancel?
You can also read through these guides for future reference. From there, you’ll learn how to manage user roles, permissions, and know the tasks each user can do in the company.
Reach out to me if you have any clarifications about removing a subscription or adding an accountant. I’m more than happy to answer them for you. Have a great week ahead.
Disclaimer: This is originally written in English and translated into Spanish using our tools.
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