xerky
Level 1

Account management

Adrian_A (Moderator) posted a new reply in Account management on December 13, 2020 09:09 PM: gave me a superb response.

 

Re: How do I remove my accountant and add a new one? How do I delete their user account?

We can remove the accountant through the Manage Users page, xerky.

 

Let me guide you with these steps:

 

Click the Gear icon and then select Manage users. Go to the Accountants tab. Locate the accountant's name and click Delete under ACTION. Click Yes to confirm.


Once deleted, you're good to add a new one. 

 

You can also share this reference to your new accountant that has lists on what they can do with your QuickBooks account: Use accountant tools and features in QuickBooks Online Accountant.

 

As always, I'm just a post-away if you need help. Keep safe!

 

But I was not specific enough. The accountant and firm in question initialized QBO for me. There is no option under Action to delete them. Nor to remove them as one of my two accounting firms.

I also think they set up QBO to run billing through their firm and not directly to me.

I am thinking the will require intervention on the back end by a QBO admin