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September 28, 2021
Question

taking companies off my login

  • September 28, 2021
  • 1 reply
  • 0 views

I used to be a QB Proadvisor and have worked on many companies. I need to get them taken off my login now since I no longer take care of their books, they are being done by someone else but still show up so I can log into them.

 

I want to become a proadvisor again but don't want these other companies out there

1 reply

MariaSoledadG
September 28, 2021

Let me guide you on how you can remove the company so it will be taken off once you log in, dy1206.

 

There's a possibility that your name isn't removed from that company yet. You'll want to inform them so the primary admin or accountant can remove your name from the list. To remove the name, they can follow the steps provided below:

  1. Sign in to QuickBooks Online as a primary admin.
  2. Click the Gear ⚙ icon and select Manage users.
  3. Select the Accounting firms tab.
  4. Find the accountant they want to remove.
  5. Select the small arrow dropdown ▼ in the Action column and then Delete.
  6. Tap Delete to confirm.

 

However, if the company is under your subscription, you can remove them by following the steps below:

  1. In QuickBooks Online Accountant, go to Gear ⚙ icon and then Subscriptions and billing.
  2. Select the Your subscriptions or Accountant-billed subscriptions tab.
  3. Select the client you want to remove. If the client is currently inactive, make them active first.
  4. From the Select action ▼ dropdown, select  Transfer billing to client.

 

You may also want to review discounts plans so you can manage discount clients. Please check this article for your reference: Manage Your Wholesale Discount Plan And Wholesale Discount Clients.

 

Let us know if you have any concerns about removing your clients. Remember, the community is always here to serve you always.