Skip to main content
I
ian-bendcalibrat
November 16, 2023
Question

Deleting an accountant

  • November 16, 2023
  • 1 reply
  • 0 views

As usual, quickbooks instructions don't match reality.

 

I don't have "permission" to upload a picture but here's what the instructions say:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings ⚙, then select Manage users.
  3. Select the Accountants or Accounting firms tab.
  4. Find the accountant you want to remove.
  5. From the Action column, select Delete.
  6. Select Delete.

 

In reality, My "action" column in the accountant row is empty.  How do I delete an old accountant?

 

Thank you.

 

    1 reply

    4
    4Gal
    November 16, 2023

    Who is your primary admin? Your accountant or yourself?

    M
    MirriamM
    November 16, 2023

    Hi there, ian-bendcalibrat.

     

    I'm here to get the help you need to ensure you can delete an accountant.

     

    To be sure we're on the same page, I'd like to verify if you removed an accountant from the Manage Users page. If yes, please know that accountants can't remove other accountants or themselves from that page. If you want to remove an accountant, you'll have to log in to QuickBooks Online as a primary admin and continue following the steps you've shared.

     

    For your visual reference in managing an accountant user, see this article: Add accountant users in QuickBooks Online.

     

    For future help, you can check out this article to help guide you in managing users: Add and manage users in QuickBooks Online.

     

    If you have further questions about removing an accountant, let me know by commenting below. I'll be here to lend a hand. Have a great day!

    K
    kscpamaine
    January 8, 2024

    The delete column is blank.  I am the primary admin, but cannot delete an accountant.  How is this accomplished?

    Terms & ConditionsAccessibility statement