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January 23, 2024
Question

How do I change the name of person who handles our quickbooks, the one listed no longer works here.

  • January 23, 2024
  • 1 reply
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How do I change the name of the person who handles our QuickBooks, the one listed no longer works here.  

1 reply

January 23, 2024

Thank you for reaching out to the Community, @Stephanie821. Let me provide you with some insight into how to change the name of the person who handles QuickBooks when the one listed no longer works here.

 

You have to be the primary admin, so you have access to every part of the QuickBooks account. This user type has the highest level of permissions. They can manage all users and other admin tasks. By default, the primary admin is the person who set up the account.

 

You have two choices to select, either you delete the user or edit. 

 

To delete a user, here's how:

 

Once you delete a user, it’ll be permanent, though you can still view their history in the audit log.

 

  1. Go to Settings, then select Manage Users.
  2. Select the ellipsis icon on the user you want to delete, then select Delete.
  3. Select Delete user from the pop-up window to confirm.

 

Here's a guide to add a new user:

 

When you add a user, your subscription level determines how many users you can add. Certain roles don't count toward your user limit, like Reports or Time tracking only.

 

  1. Select Settings, then select Manage Users.
  2. Select Add User, then enter the user’s name and email address.
  3. Note: Special characters aren’t allowed other than a period on the user’s name. For the email field, you can use a period and the @ character.
  4. Select the Roles ▼ dropdown, then select the role you want to assign to the user.
  5. Review the features this role gives access to. You can expand each section.
  6. Select the Account management settings you want to manage (if applicable for the chosen role).
  7. Select Send invitation.

 

New users receive an invite to join the company. Ask them to select the Let’s go! link in the email. They can create a new Intuit Account or just sign in if they already have one.

 

I'd also recommend checking out these articles to learn how to add, edit, delete, or merge customers in QuickBooks Online: Add and manage customers in QuickBooks Online

 

Come back to this post if you have other concerns or follow-up questions about changing the name of the person who handles your QuickBooks which no longer works for your company. I'm always here to help. Keep Safe!