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March 19, 2025
Question

How do I re-assign the online backup procedure in QBO from an employee who is no longer here and whose user name no longer exists, to a new user?

  • March 19, 2025
  • 1 reply
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1 reply

March 19, 2025

Hello there, Steve. You'll need to remove the old user and add the new one. I'm here to guide you through the steps.

 

Since the user is no longer with the company, it's best to delete their account to avoid any confusion:

 

  1. Go to the Gear icon and select Manage users.
  2. Navigate to the user and click the Edit dropdown.
  3. Choose Delete.

 

Then, add the new user:

 

  1. On the Manage users page, click the Add user button.
  2. Fill in the necessary details.
  3. Select the same role and make the changes you want.
  4. Once done, click Send invite.

 

For more details, please refer to the article: Add and manage users in QuickBooks Online and Intuit Enterprise Suite.

 

Moreover, to enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining processes and providing tailored advice to meet your business's unique needs.

 

Additionally, you can check the audit log to see changes made in your company.

 

Please return to this thread if you have other questions about assigning users to your company in QBO, Steve. We're here to help you in any way we can.

March 19, 2025

Hello:

Thank you for the reply, but I removed the old user, and replaced her with myself in January.  That did not release her from this process (among others), so now all I have to do is release her and add someone else.  When I release her, and try to add myself, it adds her back even though she is no longer a user in the system.  I've spent hours on the phone with QB support on this issue, and just like all my experiences with QB support, they were just guessing and had me performing the same keystrokes over and over with the same results.  Thank you again,

 

Steve