How to separate Self-employed from Quickbooks online?

It's good to see you again here in the Community, roc19.

I'd like to help and share what I know about managing your account and subscription in QuickBooks Online.

You can change the User ID or Email for your QuickBooks Online subscription. This way, you'll know which subscription you're using.

Here's how:
 

1. Log in to your QuickBooks Online.
2. Click on your profile icon next to the Gear ⚙ icon.
3. Select Manage your Intuit Account. This will open the Intuit Account Manager.
4. Go to Sign in & security menu.
5. Select the User ID, or Email address section.
6. Make your changes.
7. Once done, select Save.

I've added this article just in case you want to change your account's credentials in QuickBooks Self-Employed: Change your email, user ID, or password for QuickBooks Online, QuickBooks Online Accountant , and Qu....

You can check this link to learn how you can manage your QuickBooks Online account.

Get back to me if you still have other concerns about it. I'll keep an eye for your response. Have a wonderful week!

Hi Archie_B,

Thank you for your quick and detailed reply. This won't work I'm afraid as the business email is used on the Quickbooks online account, so I can't change that (well, I changed it following your instructions, but it didn't separate the two products - they are still under the same intuit login (which is our business email). Any other tips please? Specifically how to remove self-employed from my suite of products? Thank you. :)

Thank you for all the details, @roc19. I'm happy to chime in and share a workaround.

Once the trial period is up, it will automatically move to the Canceled Companies section. You can also cancel your free trial and create a new one using a different email.

As another option, you may consider changing the company name of your QuickBooks QuickBooks Online or Self-Employed. The business name in QBSE depends on the personal information you've entered into the system. Please ensure to select the Personal info tab instead. This way, you can modify your business details in the Name section.

Please see the screenshot below for a visual guide:

If you opt to change your QBO business name, refer to this article: Change your business name, contact info, or EIN.

Feel free to check out or save these articles in case you will be needing them in your future tasks in QBO:

• Edit Company Settings in QuickBooks Online
• Update Business and Account Info

Don't hesitate to reply to let me know if you need anything else from us. I'd be glad to help you again in the future.

Hi LieraMarie_A,

Thank you for your reply. I am a little hesitant to change any detail in Quickbooks online, as that is used regularly to manage our business accounting. Eg. company name and company email has to remain as is.

Meanwhile, I am starting to think there might be no way of getting rid of self-employed from the overall intuit account manager once it is activated, as clicking on your links has led me to an article that seem to state these are all linked:

https://quickbooks.intuit.com/learn-support/en-us/update-your-email/change-your-email-user-id-or-pas...

Important [1]: Keep in mind, your QuickBooks account is connected to all of your Intuit products. Any changes you make apply to all of your Intuit products, including QuickBooks, TurboTax, and Mint.

Important [2]: Since your QuickBooks account is connected to all of your Intuit products, this resets your info for all the products tied to your account.

It is rather unfortunate that despite this article seems to suggest, I didn't see a message that my email was already being used.

Note: Do you have multiple companies? Or see a message that your email is already being used? Consider consolidating them under a single user ID for a better sign-in experience.

I probably would have used a different email for the trial account if I knew they were going to be connected.

Any other tips you can share? Can the customer service team close self-employed on this login for good? :)

Thanks for getting back to us, and share additional details, @roc19. Allow me to chime in and route you to the right support.

Yes, our Customer Support Team can cancel your account once you reach them. They can pull up your account in a secure environment and cancel the subscription from there.

To contact our QBSE Support Team, follow the steps below:

1. Go to the Assistant menu from the top bar.
2. Enter Talk to a human and select I still need a human.
3. You'll now be provided with support options that are available at that time.
4. Choose if you'd like to Message an agent or Get a callback.

Here's the contact QuickBooks Self-Employed Support article for more information on how to reach them and their support hours. For QuickBooks Online, just click this link on how to reach them: QuickBooks Online Support.

Also, you can follow the information shared by my colleague to change the company name or use a different email when using another QuickBooks company.

I'm adding these articles on how to manage your accounts in QuickBooks: It contains steps on how to export transactions, reports, and other relevant matters. 

• Cancel your subscription.
• Export transactions and get reports
• Resubscribe to QuickBooks Self-Employed

You can always count on me if you need anything else with managing your account. I'm always here to address them for you. Take good care, @roc19.

I do not have a Personal Info Tab on my QBSE.  Do you know why that would be?

Hello there, @robertc23.

It seems that you've posted the same concern twice, and my colleague has already added a response. If you haven't been notified of the new reply, here's the link: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-quick-books-self-employed/01/13...

Feel free to leave a comment if you need more help with QuickBooks. The Community team always has your back.