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graeme-cherry
July 6, 2022
Question

I would like to fire my accountant. Will I lose my QB profile?

  • July 6, 2022
  • 2 replies
  • 0 views
I'm having issues with my bookkeeper/accountant. I would like to let them go, but they are administrators of my QB profile. Does anybody have any experience on this process?

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
July 6, 2022

Can you access your QBO account as a Company Admin?

LeithG
LeithG
July 6, 2022

Hi Graeme

Your accountant just has to transfer your account to your billing: https://quickbooks.intuit.com/learn-support/en-us/help-article/wholesale-discount/manage-proadvisor-preferred-pricing-plan-clients/L1tSlWy8q_US_en_US?uid=l59mnpbo

T
Trish_T
July 6, 2022

Hi graeme-cherry,

 

Thanks for reaching out here.  Welcome!  I'm saddened to hear that things aren't going well with your accountant.  QuickBooks Online understands that issues can arise unexpectedly and provides options for you to continue with your QuickBooks goals with peace of mind.  I'd be happy to provide more information so you can get back to business as soon as possible!

 

In addition to the information provided above by LeithG, as a Primary Admin on the account, you can remove the accountant from the user list.  The first step is to ensure your accountant transfers the role of Primary Admin to you.  If your accountant is currently paying for your QuickBooks Online subscription, you can transfer the billing back to you by following this helpful guide.  This will make the account fall inactive until you login and enter your billing information to reactivate the account.  The next step is to remove the accountant.

 

Should you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly and ensure you're able to accomplish your QuickBooks goals.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, please feel free to reach back out.  We'd love to help!

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