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

 
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QuickBooks Team

Re: I am one of the two accounting firms. My client has replaced the second accounting firm. How ...

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.

Active Member

Re: I am one of the two accounting firms. My client has replaced the second accounting firm. How ...

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. 

 
 2-years ago, I was able to add the initial second accounting firm, but now I am unable to change the second accounting firm to so that the newly hired tax accountant can gain access.  
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Re: I am one of the two accounting firms. My client has replaced the second accounting firm. How ...


@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.

 


 

 

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"

QuickBooks Team

Re: I am one of the two accounting firms. My client has replaced the second accounting firm. How ...

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:

 

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.