I'm here to help you sort this out, Celeste124.
To successfully remove yourself from your client's account, it's best to reach out to him/her and request to delete you as the accountant. In case they need the steps, here's how:
- Click the Gear ⚙ icon.
- Select Manage users.
- Select Accounting firms, and find the accountant you want to remove.
- From the Action column, select Delete.
- Select Delete to confirm.
Though if you're the master admin for your QuickBooks Online Accountant firm, you can permanently delete the client. Her's how:
- Assigns a new master admin.
- If the client is part of your wholesale billing plan, remove them from it. Your client gets full access to their accounts after they update their billing info.
- Sign in to QuickBooks Online Accountant as an admin.
- Select Clients.
- Find the client you want to delete and select their name.
- In the Edit client dropdown, select Delete permanently.
- Select Yes to confirm.
Additionally, I've included an article that'll help you locate your missing client companies. This way, you'll be able to check if a client's company is connected and what to do if it isn't: Find Missing Client Companies in QuickBooks Online Accountant.
I want to make sure everything is taken care of, so please let me know if you need any more help. I'll keep an eye out for your response.
