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sdeas7-icloud-co
March 3, 2024
Question

Hi, I need to remove my old CPA, and add the new CPA. How do I do that? Thanks.

  • March 3, 2024
  • 2 replies
  • 0 views
I'm under the section entitled "My Accountant" but I do not know how to delete the CPA. Any pointer on how to do that?

2 replies

F
FateCandylaneT
March 3, 2024

It's great to have you join this forum, sdeas7. I'll gladly provide information to help you manage accountant users and their access to your file.

 

In QuickBooks Online, managing accountant information and access rights to your data is essential to ensure the accuracy of your financial records. With this, you may need to delete the old advisor's information and follow the same steps as you did when adding them to your company file.

 

Beforehand, please make sure you're logged in as the Master or Primary Admin of your account to enable these changes to apply. Once ready, refer to the steps below:

 

  1. Go to Settings ⚙ and select Manage Users.
  2. Click the Accountants or Accounting firms tab and find the accountant you want to remove.
  3. From the Action column, choose Delete and confirm.

 

Then, here's how to invite your new accountant:

 

  1. Go to the Gear ⚙ icon and select Manage Users.
  2. Click on the Accountants or Accounting firms tab.
  3. Enter your accountant’s email address, then select Invite.

 

Once done, accounting professionals will receive an email about the invitation. You’ll know they accepted your request when the status on the Manage Users page changes from Invited to Active. Your accountant will also get a link to access your QBO company if they already have QuickBooks Online Accountant. If they don’t, you may visit this guide for more insights: Add accountant users in QuickBooks Online.

 

Furthermore, I'm sharing this reference to help you manage user permissions in your data: User roles and access rights in QuickBooks Online.

 

You're always welcome to reply in this thread if there's anything else you need further assistance with when managing accounting tasks. Feel free to let me know, so I can provide additional help. Take care and have a great day ahead!

K
Kerry182
November 18, 2024

there is no delete. button

R
RheaMaeH
November 18, 2024

Thank you for joining this discussion about managing access in your QuickBooks Online (QBO). I understand you're looking to update your accounting setup by removing an accountant, but you're unable to locate the delete button. I'm here to provide information and assistance on this matter.

 

The absence of the delete button is likely related to your access role within the system. It's essential to ensure you have primary admin status or full administrative rights, as only users with appropriate permissions can remove accountants.

 

If you're not the primary admin, contact the current one and request a transfer of admin rights before implementing any changes. In the event the current primary admin is unreachable, you may request to be the primary admin. 

 

However, if you're the primary admin, let's access your QBO account through a private browser window to see if it's a browser-related issue. You may use the following shortcut keys to access incognito mode:

 

  • Safari: Shift + ⌘ + N
  • Google Chrome: Press Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + N

 

If the system works fine in a private browser, go back to your original browser and clear its cache to allow for a fresh start. If the problem persists, I suggest switching to a different browser.

 

Additionally, I recommend familiarizing yourself with our user roles and access rights features. This enables you to manage and customize user permissions within QBO.

 

Your satisfaction and the security of your accounting system are my top priorities. If you need further assistance or have additional concerns, please don't hesitate to reach out. We are here to make your QuickBooks experience as smooth and efficient as possible.

4
4Gal
March 4, 2024

@sdeas7-icloud-co 

Who is the Primary Admin? You or your old CPA?

 

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