You can remove an accountant from QuickBooks Online for various reasons. You don't want the support of a particular accountant anymore, or you've decided to handle your finances independently. Whatever the reason, removing an accountant from QuickBooks Online is a straightforward process. This blog will give step-by-step instructions on removing an accountant from QuickBooks Online.
There are several reasons why you might want to remove an accountant from your QuickBooks Online account:
Change of Accountant: If you've switched to a new accounting professional, you'll need to remove the old one to grant access to the new one.
No Longer Need Accountant Services: If you've decided to handle your bookkeeping, you can remove the accountant to maintain control over your financial data.
Security Concerns: If you're concerned about the security of your financial information, removing an accountant can help mitigate potential risks.
Accountant Access Issues: If you're experiencing issues with an accountant's access, such as unauthorized changes or delays, removing them can resolve the problem.
Before learning how to delete an accountant from QuickBooks online, let’s take a quick look at how to add an accountant first.
Step 1: Log in to QuickBooks online, click on the gear icon on the right side of the screen, and select ‘Manage users.’
Step 2: Click on ‘Add user’ and enter the first and last name and their email address, and hit ‘Send invite.’
Step 3: The accountant will receive an email with the sign-in link using which they can log in to your QuickBooks account.
Step 4: Once the accountant accesses your QuickBooks account, change the status to Active and hit ‘Save.’
Step 1: Log in to QuickBooks online, click on the gear icon on the right side of the screen, and select ‘Manage users.’
Step 2: Under the accounting or accounting firm tab, search for the accountant you wish to remove.
Step 3: Select the accountant and click ‘Delete’ in the action column.
Step 4: Click ‘yes’ to confirm.
Following the steps outlined in this guide, you can successfully remove an accountant from your QuickBooks Online account. This process is straightforward and can be completed in a few simple steps.
Once the removal process is complete, your accountant can no longer access your company file. Additionally, their name will disappear from your user list.
By taking control of your QuickBooks Online account, you can ensure the security and privacy of your financial information.
To remove an accountant as the primary admin in QuickBooks Online, you’ll need to transfer the primary admin role to another user. Go to Settings > Manage Users, select the new user, and choose Make primary admin. The new admin will need to accept the role via email. Once transferred, you can remove the accountant if required.
To remove an accountant, log into QuickBooks, click the Gear icon, and select Manage Users. Find the accountant, select them, click Delete, and hit ‘yes’ to confirm the action.
We can't permanently delete a client, but we can inactivate them. To do this, go to Sales, then Customers. Find the client, click the arrow icon, select Make inactive, and confirm.