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surrendertoo
November 29, 2018
Question

Why can't I remove an Accountant user in my qb online account?

  • November 29, 2018
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

HoneyLynn_G
HoneyLynn_G
November 29, 2018

Hi there, @surrendertoo.

 

I am here to help you get this sorted out. Are you getting a specific error when removing an Accountant?

 

Make sure you have Admin rights to process your request in removing an accountant user. Usually, you're unable to remove an Accountant user in QBO if he/she is the lead accountant. If so, you assign a new lead before you can remove that user as an Accountant.

 

To make this changes, go to QuickBooks Online Accountant and assign a new lead for this client. 

 

For more details, please refer to this article: Add or remove an accountant user in QuickBooks Online.

 

That's it. Keep me posted if there's anything else you need. I'm here to provide additional help.

 

T
tstruminger
January 23, 2019

Can I remove myself as an accountant on a client's account? I don't work with them anymore and I have asked them to remove me, but they haven't. I don't want the liability of having access to their books.

A
Alessandra_B
January 23, 2019

Hey there, @tstruminger.

 

Currently, it isn't possible to delete yourself as an accountant.

 

I understand that you've already asked your client to remove your access. But I recommend contacting them again.

 

Leave a comment below if you have other questions.

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Bottomlinebkg
January 15, 2021

I'm having the same problem too and it is driving me crazy!  I keep getting emails telling me that payroll is due.  Oh, and by the way, the action to delete the client is not in my dropdown is not there, all that is there is create a tax return or make it inactive.  This is really, really stupid.  None of the recommendations are even valid solutions.  I need to delete this client and I need to stop getting notifications for it-yes, I have removed my email from all necessary places.

    K_Siman
    K_Siman
    January 15, 2021

    Good morning, @Bottomlinebkg! Thanks for coming to the Community with this question, happy Friday. :)

     

    There are a couple of reasons why the delete option wouldn't be available to you. Clients who are part of the Wholesale Billing subscription with their accountant can't be deleted (but can be made inactive). You also can't delete clients if you're the Master Admin for their company file.

     

    Here's an article that walks you through how to remove a client who is on wholesale billing: Manage your wholesale billing plan and wholesale billing clients.

     

    If you're the master admin, all you would need to do is make someone else the master admin. This article outlines those steps: Change the master admin user in QuickBooks Online. Then you can be removed from their account.

     

    Let me know if either of those steps helps. If not, feel free to reply to this post and we'll continue to troubleshoot!

    S
    susiemcg1
    March 31, 2021

    I agree!  I have 5 accounts showing up that are no longer my clients when I go to sign in (actually, 2 are payroll only accounts that QBO reps signed up in error for one of my current clients who already had QBO).  I want to remove myself as a user.  You need to give this ability to ProAdvisors.  

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