Thanks for getting back and elaborating, bobkardell.
There are things you should know before deleting a client in QuickBooks Online Accountant. Here's the complete list:
- Clients who are part of Wholesale Billing subscription can't be deleted, but can be inactive.
- You can't delete clients if you're the Master Admin for their company file.
- If you delete a client who's connected to you through ProConnect Tax Online, this only deletes their QuickBooks profile.
You call it Wholesale Billing when you pay for the cost of your client's subscription. For more insights on how this works, I recommend checking out this article:
What is Wholesale Billing?.
Since you've mentioned you're only invited, you can reach out to your client and request to remove 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.
As always, I want to make sure everything is taken care of, so let me know if you need any more help. I'll keep an eye out for your response.
