I am one of the two accounting firms. My client has replaced the second accounting firm. How do I change the second accounting firm?

Greetings, @rwbbiz!

To solve all your queries for today and for me to share accurate resolution and help you out in resolving all your concerns, may I ask if you can share more details about changing the second accounting firm of your client?

In the meantime, if you are referring to changing the role of the other accountant in your client's user's list, I'll be happy to help you how it's done.

1. Go to the Gear icon.
2. Under Your Company, select Manage Users.
3. Select the Accounting firms tab.
4. From the ACTION column, choose either Delete or Make master admin.

This way, you'll be able to manage the other accountant's access and make changes if needed.

In addition, I've included a detailed guide for managing users access: How to Manage an Accountant User in QuickBooks Online?

Please let me know if you have any other questions or if you're referring to something else. I'll be waiting for your response and will help you from there.

I am the primary bookkeeper (i.e. - Accounting Firm) that handles all matters within this QuickBooks account, except for the annual income tax preparation.  We have second accounting firm whose role is solely the preparation of the company's income tax return.  The client/owner has hired a new tax accountant who needs access to this Quickbooks account. However, the client/owner travels most of the time, rarely accesses Quickbooks, and thus, depends upon me to handle all affairs in Quickbooks. 

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@JonpriL wrote:

 

 

In the meantime, if you are referring to changing the role of the other accountant in your client's user's list, I'll be happy to help you how it's done.

1. Go to the Gear icon.
2. Under Your Company, select Manage Users.
3. Select the Accounting firms tab.
4. From the ACTION column, choose either Delete or Make master admin.

This way, you'll be able to manage the other accountant's access and make changes if needed.

 

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I am  an accountant user and I cannot change the other accountant user.  There is no option "from the ACTION column, choose either Delete or Make master admin"

Hi there, @rwbbiz.

You can just invite up to two accountants/accounting firm to have access to your company file in QuickBooks Online (QBO). Please allow me to help share information so you can  give access to the newly hired tax accountant.

As mentioned, only two accountants are allowed to be added in QBO, to give access to the new hired accountant, you may delete or remove one of the accountants added. Once done, add the newly hired accountant.

If you don't want to delete/remove the previous accountant added, you may add the newly hired accountant as a company admin. The company admin has the same access as the accountant, but the only difference is, the user can't be added under wholesales and access through the client list (accounting firm).

As a reference about user access and permissions, you can check these articles:

• Understanding user types and permissions
• User access in QuickBooks Online

Please don't hesitate to add a comment/post below if you have any other questions about adding user access or accountant access in QBO. I'm always here to lend a helping hand.

the action column is not showing the edit  to remove or change accountants.

I'm here to help you manage your users, MaCris.

Users with admin access that were granted to add, edit, and remove users only have the option to delete accountants. We can verify your user type by following these steps: 

1. Log in to qbo.intuit.com.
2. At the upper-right, click the Gear icon and select Manage users.
3. Select the Users tab look into your access. Under TYPE it should show Master Admin.

If not, you can contact your Master Admin and grant you access to delete an accountant.

If you're the Master Admin and the option to delete an accountant is not showing under the ACTION column, a browser-related issue might have caused the unexpected behavior. We can verify that by performing a few troubleshooting steps.

Log in to QuickBooks using a private browser, you can use these keyboard shortcuts to open one:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

From there try to delete the accountant access. If you're able to do so, you can switch back to the main browser and clear the cache. You can also use other supported browsers such as Google Chrome, Internet Explorer or Mozilla Firefox. 

I'll be attaching a few articles that will also guide you with managing users, the different type and access  within your QuickBooks Online account:

• User types and user permissions in QuickBooks Online
• Add, delete, or change user access

Keep me posted on how this works. I'll be here to keep an eye on your reply and will surely help you through it. You take care!

I'm having a similar issue. I deleted one of my two accounting firms in order to add another one. Now QBO is showing ME as one of the acountants and says I have "2 of 2 accounting firms added." There is no option under the "Action" column for me to remove myself from the accounting firms list. I have been waiting for help for a while now. Can someone please help?

Good day, renem.

To get this sorted out, I'd suggest logging in as the Master Admin of the account and removing yourself from there.

Here's how:

1. Sign in to QuickBooks Online as a primary admin.
2. Click the Gear icon and select Manage Users.
3. Go to the Accounting firms tab.
4. Find the accountant you want to remove.
5. Select the small arrow drop-down in the Action column and then Delete.
6. Click Delete to confirm.

If you're still having trouble achieving this goal, I suggest contacting our QuickBooks Care Team. This should be handle in a secure environment so our technical support can further investigate and help you manage your subscription.

Here's how:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

You can check out this article for our most updated contact information: Support hours and types.

I'm also adding these great resources to become more familiar with the different user types in QBO:

• Add, delete, or change user access.
• User types in QuickBooks Online.
• What different types of users can I add to my company?

You know where to go if you have follow-up questions or other concerns about QuickBooks. Always here to help. Have a great.

Understood, but as stated above QBO, does not give me any options to remove myself as an account in the Action column. Customer care has not been helpful thus far, other than instructing me to add my accountant as a general user instead of under accounting firms.

I'm having the same exact issue. About ready to cancel Intuit. Have you solved this? 

I'm having the same issue. I'm listed as one of the accountants. Have you been able to solve this? 

Hello there, @zris.

I'd love to help you with your concern, but can you please provide more information about it? Any additional information could help us provide the best resolution to your concern.

Please know that the Community forum is always open to help you if you have other concerns with QuickBooks. Wishing you all the best!

Hi Mark, when going to Settings > Manage Users > Accounting Firms, my subscription allows me to have 2 accounting firms. However, for some reason, the system lists me, my email, as one of the 2 accounting firms and there is no way to remove myself, or delete my username, as an accounting user. 

Thanks for clarifying, @zris. I'm here to share details about removing yourself from the list of accountants in QuickBooks Online (QBO).

In QBO, only the primary admin can remove users from their accounts. Also, accountants are unable to delete themselves or other accountants from the Manage Users page.

Furthermore, accountant users have additional rights that can undo reconciliations, reclassify transactions, and write off invoices. They also have access to accountant-specific tools to assist you with tax preparation. 

Feel free to return to this thread if you have additional questions about managing your accountants in QBO. I'll ensure to get back to you right away to address your concerns. Be safe and have a great rest of the day!