Skip to main content
February 17, 2021
Question

How do I make a team member inactive? "Help" says to the go the access tab, but I only have an Access column.

  • February 17, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 17, 2021

I can show you how to make a member inactive in QuickBooks, @KarenGarrattley.

 

I appreciate you for reaching out to us for assistance. Let me breakdown instructions so you can make this user inactive.

 

You can only view the Access tab just like the Help mentioned if you’re using the QuickBooks Online Accountant (QBOA) version. To do it, you can follow these steps below:

 

  1. Sign in to QBOA as an admin or a user with full access permissions.
  2. Select the Team menu.
  3. Go to the Access tab.
  4. Find the team member and select Edit in the Action column.
  5. From the Status ▼ dropdown, select Inactive.
  6. Select Yes to confirm.

 

On the other hand, if you’re currently using QuickBooks Online (QBO), you’ll want to delete this member under the Manage users page. I’ll show you how:

 

  1. From the Gear icon, Choose Manage users.
  2. Locate the member you want to inactivate.
  3. Select the dropdown arrow beside Edit, then click Delete.
  4. Press Delete to confirm.

 

You can use these references to handle the accounting team and users in QuickBooks. It includes steps to add and modify user information so you can give each user certain permissions to do specific tasks.

 

If there's anything else you need about managing users, I'm just a few clicks away. Thanks for your time, and have a lovely day.