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Feb 5, 2024 10:03 PM UTC
Question

How do you remove the previous accountant and add a new one from quickbooks?

Original commenter did not share additional details

4 replies

Feb 5, 2024 10:21 PM UTC

Hi josephgarcia123-,

 

Thank you for posting in the Community!

 

You can remove an accountant user on file by following these steps.

 

  1. Go to the Gear icon and select Manage users.
  2. Select the Accountants or Accounting firms tab.
  3. Find the accountant you want to remove.
  4. From the Action column, select Delete.
  5. Select Delete.

 

However, if the accountant is listed as a Primary Admin user on file, you may need to contact them so that they can transfer the Primary Admin access to another user on the file.

 

Feel free to reply on the thread below if you have any other questions. Have a great day! 

Feb 6, 2024 5:58 AM UTC

@josephgarcia123- 

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

Feb 6, 2024 7:55 AM UTC

Looks like they are, there is no delete button. Great idea, Goodluck if you can't get in contact with them. 😞

Feb 6, 2024 8:00 AM UTC

Last resort, you can purchase a 3rd party service to migrate data to a new QBO account.