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September 13, 2023
Question

Why can't i delete an accountant in QBO?

  • September 13, 2023
  • 2 replies
  • 0 views
why can't i delete an accountant in QBO?

2 replies

September 13, 2023

Hi there, @timothy11.

 

I can help you about removing an account from your QuickBooks Online (QBO).

 

You can remove your accountants if you no longer want them to access your books. Before that, you’ll want to ensure you have primary admin access to your company file:

 

  1. Log in to your QuickBooks Online.
  2. Go to the Gear icon and select Manage Users.
  3. From there, choose the Accountants or Accounting Firms tab.
  4. Look for the accountant you want to remove and select Delete from the Action column.
  5. Select Delete.

 

If you’re still unable to remove them after following the steps above, I recommend performing troubleshooting steps to eliminate common errors that hinder you from removing a user.

 

The following are the keyboard shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Log in to a private browser and remove the accountant in this setup. Once successfully removed, switch back to your default browser and delete its cache. The best way to give your browser a fresh start is to clear the cache or cookies. If not, using one of the supported browsers can also be a smart choice.

 

Moreover, you can utilize various financial reports to get a snapshot of your business's financial growth. I also added a resource where you can refer to the complete guidelines for customizing it:

 

 

Feel free to mention me if you have more concerns about removing your accountant or any QuickBooks-related concerns. I’ll be around to lend a hand for help.

timothy11Author
September 13, 2023

Wow. That was fast. Thank you. 

You are right, I am not set up as the Primary Admin. My old accountant (with a regular user account) is set up as the primary admin.  


How do I make myself (the primary account holder and company owner) the Primary Admin?

 

Thx!

 

--t

 

Fiat Lux - ASIA
September 13, 2023

Who is the Primary Admin? You or your accountant?

timothy11Author
September 13, 2023

Hi. My old accountant is.  I am the business owner.

Fiat Lux - ASIA
September 13, 2023

You should ask your accountant to transfer the Primary Admin role to your end. Otherwise, you may need to purchase a third-party service to migrate data to a new QBO account.