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Tcav
Level 1

Remove partner/owner from quickbooks account

For some reason previous owners are still coming up on account when I am the owner/guarantor on term loan.  How do I change
2 Comments 2
Carneil_C
QuickBooks Team

Remove partner/owner from quickbooks account

Hello there, @Tcav.

 

I'd be glad to help you remove an admin in your QuickBooks Online (QBO) account and become the admin yourself.

 

Only the primary admin can remove or change the primary admin role to authorized individual's access to sensitive financial information.

 

If the previous owner is the primary admin, you'll want to contact them so they can transfer the admin role to you. From there, you can remove them as a user.

 

Here's how:

 

  1. Go to the Gear icon and select Manage users.
  2. Click the ellipsis icon on the user you want to delete, then select Delete.
  3. Select Delete user from the pop-up window to confirm.

 

Otherwise, you can request to be the primary admin. You can check out this guide here for the step-by-step process as your reference: Request to be the primary admin or contact.

 

In addition, I'll be sharing this article to create and manage custom roles: Add and manage custom roles in QuickBooks Online.

 

If you have any trouble with any transactions in QBO, please let me know and I’ll do everything I can to help here in the Community.

4Gal
Level 11

Remove partner/owner from quickbooks account

@Tcav 

How did he access your account? As the Primary Admin or else?

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