ReymondO
Moderator

Account management

Thanks for joining the thread and sharing the exact error message, @JV013

 

I'll share the steps on how to remove your accountant from your QuickBooks account.

 

Based on the prompt message that you've received, your subscription may be a part of your accountant's ProAdvisor Preferred Pricing plan. That means they are the ones who purchased the subscription.

 

I'd suggest reaching out to your accountant so they can remove your account from their ProAdvisor plan. Here are the steps they can follow:

 

  1. Transfer the primary admin role to the client of their company file.
  2. In QuickBooks Online Accountant, go to Settings ⚙ and then Billing and subscriptions.
  3. Click the Your subscriptions tab.
  4. Select the client they want to remove.
  5. From the Select actions▼dropdown, click Transfer billing to client.

 

Your QuickBooks account will be set to read-only mode after the removal process. This means you'll still be able to view your accounting data and reports, but you won't be able to modify any information or perform transactions. To regain full access and restore your ability to make changes, you'll need to update your billing info

 

Once done, you can now remove your accountant from your company file. Here’s an article that provides more details about adding or removing an accountant: Invite an accountant to review your accounting in QuickBooks Online. It includes a video for visual reference.


You can also read through these guides for future reference. From here, you’ll learn how to manage user roles, permissions, and the tasks each user can do in the company.

 

 

Reach out to me if you have any clarifications about removing an accountant in QBO. I’m more than happy to answer them for you. Have a great week ahead.