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seaviewfinancial
August 21, 2021
Question

Can I remove my accountant in the online version of Quickbooks?

  • August 21, 2021
  • 2 replies
  • 0 views
How to remove accountant?

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
August 21, 2021

Who is the Primary Admin? You or your accountant?

john-pero
john-pero
August 21, 2021

And who is paying for the subscription?  If you are on the accountant's discounted program (accountant pays Intuit for your QBO) then the accountant only can change the billing to you.

R
Rasa-LilaM
August 21, 2021

It’s nice to see you in the Community, seaviewfinancial.


Let me provide some information about managing users in the online program. Then guide you on how to remove an accountant user.


In addition to @john-pero's answer, you can remove a user as long as you have admin rights. If you’re the one paying for the subscription, let’s go to the Manager users page to delete your accountant. Performing this process is a breeze, and I’m here to guide you.

 

  1. Login to QBO as the primary admin.
  2. Go to the Gear icon in the upper right to select Manage users.
  3. Navigate to the Accounting firms tab and look for the accountant you wish to remove.
  4. Click the drop-down arrow in the Action column and choose Delete.
  5. Choose Delete to confirm the action.

 

If your subscription is under the accountant's wholesale billing, contact them to remove your company from their plan. This way, you can manage your account.


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 there, you’ll learn how to manage user roles, permissions, and know the tasks each user can do in the company.

 

 

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

G
GebelAlainaM
December 30, 2021

Thank you for joining the thread, @creo. I'll make sure to get things done for you by providing you with some information.
 

Since you've tried all of my colleagues' suggested troubleshooting and still get the same error, I recommend contacting our QuickBooks Online Support team. They have the resources to investigate your account and figure out why there's no actions show up as drop down choices.
 

To contact, here's how:
 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help.
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.
     

You can check out this article if you want to add and manage users in QuickBooks Online.
 

Feel free to come back if you have any other concerns about managing your users and clients. I'm always glad to help you out. Take care and have a happy new year in advance!

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