Skip to main content
April 25, 2024
Question

Removing a user that does not appear in the Admin window

  • April 25, 2024
  • 2 replies
  • 0 views

Hello,

 

I have a former employee (accountant that I need to be removed as a user). He initially set up the software and is no longer with the company. 

We have an integration with another software and all transaction has his name as the initial setup. However, I noted about two weeks ago there was a sign in and sign out. Which means he has unauthorized access. 

Any advise?

2 replies

April 25, 2024

We acknowledge the risk of having someone access your company file even if they are no longer part of your team, Knowledge2. No worries, I'm here to ensure we can remove that individual from your company users in QuickBooks Online (QBO).

 

To delete and remove the access of the accountant from your QBO company file, kindly follow the steps below:

 

  1. Open your QBO account as a primary admin.
  2. Go to the Gear icon and choose Manage users.
  3. Select the Accountants tab.
  4. Click the ellipsis︙icon under the Action column on the accountant's name. Then, choose Delete.
  5. Confirm the deletion by selecting Delete from the pop-up window.

 

You may also review this article to learn more about deleting users in QBO: Delete a user in QuickBooks Online.

 

However, if your subscription is under the accountant's wholesale billing, please reach out to them to remove your company from their plan. This way, you can manage your account securely and remove their accessibility.

 

Additionally, you may check this article if you need to transfer the primary admin role to another user of your account in QBO: Change the primary admin user in QuickBooks Online.

 

The Community is always open if you need further help managing your company file users in QBO. Just reply on this thread, and we'll make sure you're taken care of.

April 26, 2024

@Knowledge2 

Who is the Primary Admin? You or your former accountant?