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October 2, 2024
Question

I have changed accountants. How do I change the details online if I am not the Admin?

  • October 2, 2024
  • 1 reply
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1 reply

MsNorthPND18
October 2, 2024

I’ll be sharing some information that can help you in changing the accountant in QuickBooks Online (QBO), John.

Please know that only the primary administrator has the authority to modify the accountants in QuickBooks Online. Therefore, you will need to coordinate with the primary admin and have them follow the steps below to take out the old accountant's information and add the new one.

 
  1. Sign in to QBO as a primary admin.
  1. Click the Gear icon, then choose Manage users.
  2. Select the Accountants or Accounting firms tab.
  3. Find the accountant you want to remove.
  4. From the Action column, select Delete and hit Delete again.
  5. Click the Invite button, then enter the new accountant’s contact info and click Save.

 

In addition, you may want to check these articles for more tips and details about the user request to be the primary admin or contact, add, manage, or delete user profiles in QuickBooks Online. 

 

 

Please don't hesitate to reach us if you still need further assistance for changing or updating some details. I'll be here to help. Have a great day!