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January 3, 2021
Question

I need to change the accountant in the My Accountant section.... I am using a new firm How do I do this?

  • January 3, 2021
  • 1 reply
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I have changed CPAs. I need to give the new CPA access to my QBO. How do I do this?

1 reply

January 4, 2021

We can easily do this in QuickBooks Online, dbmconsulting.

 

You can follow these easy steps to change the accountant on your account:

  1. Click the Gear icon in the upper-right corner and select Manage users.
  2. In the Manage users page, go to the Accounting firms section.
  3. Click Delete under the ACTION column.
  4. Select Delete to confirm the action.

After removing the accountant, you can already add and invite the new one. You can use this link for reference: Invite an accountant to review your accounting in QuickBooks Online.

 

Once the new accounting firm accepts your invitation, the details in the My Account page will also be updated. With that said, they will now how have an access to your accountant.

 

Keep us posted if you need additional assistance in updating your accountant information.