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January 1, 2024
Question

Good day, I was an accountant or user for companies that were set up. Now I am no longer accountant or user. can I remove myself? How? Thanks

  • January 1, 2024
  • 1 reply
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1 reply

January 1, 2024

Hi there, @gilesbel.

 

Let me share some ideas regarding your concern about removing yourself from a role as an accountant or user in QuickBooks Online.

 

To start with, if you are the Master Admin, you need to access your account first by using the "Edit client" option in the QBO firm. Then, you should invite a new user and transfer the Master Admin role to them. The new user should accept the invitation and wait for the confirmation to be sent to their email. Once the confirmation is received, they can log in to the QBO firm and delete the QBO company.

 

 

Accountants can't remove other accountants or themselves from the Manage Users page. If you no longer want an accountant to access your books, here's how to remove them: 

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to Settings, then select Manage Users.
  3. Select the Accountants or Accounting Firms tab.
  4. Find the accountant you want to remove.
  5. From the Action column, select Delete.
  6. Select Delete.

 

Furthermore, I added these articles for you to view that might use as your future references:

 

 

Please do leave a reply if you have other questions or concerns about removing yourself from the role of an accountant or user in QuickBooks Online.