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M
mukenyi
December 6, 2024
Question

How can i change my access from being an accounting firm to normal user access

  • December 6, 2024
  • 1 reply
  • 0 views

A few weeks ago, I was temporarily added as an accountant on multiple accounts to resolve a reconciliation issue. That issue is now resolved, and I’d like to return to being a standard admin user. However, I’m running into a couple of issues:

  1. I’m currently listed as part of the "accounting firm" in the user settings across several accounts (Santa Barbara, Lompoc, Santa Maria, Employment, 719), but I cannot remove myself from that designation.
  2. I used to have all these accounts pinned under my profile for quick access, but now only one company is pinned. When I try to re-pin the other entities, it says they’re not in my company list, even though I have admin rights and can access them individually.

Can you help me revert my account to standard admin, remove the accounting firm role, and re-pin all the entities for easy switching? Thank you!

see loom, [Attachment removed. Contains PII]

1 reply

J
Jeff_S
December 6, 2024

It appears that you're experiencing issues with your user settings. Let's work on returning your account to a standard admin role, Mukenyi.

 

To remove yourself from an accountant user, you must be the primary admin of your firm to change the primary admin role in a client's account. Then, invite yourself as a standard user or company admin.

 

Here's how:

 

  1. Sign in to your QuickBooks Online as the primary admin.
  2. Go to the Gear icon and select Manage Users.
  3. Select the Accountants tab, then find the user you want to remove.
  4. In the Action column, choose Delete.
  5. Hit Delete to confirm.

 

Adding and managing users in QuickBooks Online  provides several advantages that can enhance business operations, foster collaboration, and improve overall management.

 

Additionally, to manage user access in QBO and give users only the access needed for their role, refer to this article: Add and manage custom roles in QuickBooks Online.

 

Note: We removed the video you posted because it contained some of your personal information. Protecting the data of our valued customers is our utmost priority.

 

If you have any additional questions about managing user roles, I'm always here to help. Feel free to reach out at any time. Take care!

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