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xerky
December 14, 2020
Question

How do I remove my accountant and add a new one? How do I delete their user account?

  • December 14, 2020
  • 1 reply
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1 reply

Adrian_A
Adrian_A
December 14, 2020

We can remove the accountant through the Manage Users page, xerky.

 

Let me guide you with these steps:

 

  1. Click the Gear icon and then select Manage users.
  2. Go to the Accountants tab.
  3. Locate the accountant's name and click Delete under ACTION.
  4. Click Yes to confirm.

 

Once deleted, you're good to add a new one. 

 

You can also share this reference to your new accountant that has lists on what they can do with your QuickBooks account: Use accountant tools and features in QuickBooks Online Accountant.

 

As always, I'm just a post-away if you need help. Keep safe!

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    xerkyAuthor
    December 14, 2020

    Adrian_A (Moderator) posted a new reply in Account management on December 13, 2020 09:09 PM: gave me a superb response.

     

    Re: How do I remove my accountant and add a new one? How do I delete their user account?

    We can remove the accountant through the Manage Users page, xerky.

     

    Let me guide you with these steps:

     

    Click the Gear icon and then select Manage users. Go to the Accountants tab. Locate the accountant's name and click Delete under ACTION. Click Yes to confirm.


    Once deleted, you're good to add a new one. 

     

    You can also share this reference to your new accountant that has lists on what they can do with your QuickBooks account: Use accountant tools and features in QuickBooks Online Accountant.

     

    As always, I'm just a post-away if you need help. Keep safe!

     

    But I was not specific enough. The accountant and firm in question initialized QBO for me. There is no option under Action to delete them. Nor to remove them as one of my two accounting firms.

    I also think they set up QBO to run billing through their firm and not directly to me.

    I am thinking the will require intervention on the back end by a QBO admin

    katherinejoyceO
    katherinejoyceO
    December 14, 2020

    Hi there, @xerky. 

     

    Thanks for simplifying your concern. I know how you wanted to remove your previous accountant so you can add the new one.

     

    Since your subscription is under the accountant's wholesale billing, you'll need to contact your accountant and ask him/her to remove your company from wholesale billing so you'll have full control of your account. 

     

    Aside from the resource shared by my peer above, you may also send this article to your accountant: Manage your wholesale billing plan and wholesale billing clients. It includes steps on how to remove your company from their wholesale billing plan. 

     

    Feel free to message again if you have additional questions, @xerky. I'm always around to help in any way I can. 

     

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