Other questions

I appreciate you for adding more details to your post, @HAM9.

Let me assist you with this and provide you with further help.

In QuickBooks Online Accountant (QBOA), lead accountants act as the primary contact for clients and can handle bookkeeping. Lead accountant is completely separate from the primary admin role. With this, you can assign lead accountants to specific clients.

To automatically become a lead accountant, there are two ways:

• If you get an invite directly from a client to be their accountant.
• If you add a client and create a company file for them.

In both cases, the lead accountant gets access to the client's books. Tip: Other accountants at your firm can also do bookkeeping for the client if they have access to review their books.

However, if you wish to replace the lead accountant for a client. Here's how:

1. Sign in to QuickBooks Online Accountant as a primary admin. Note: Only firm admins can assign lead accountants.
2. Go to the Clients menu.
3. Select the filter icon.
4. Click Edit leads.
5. Find the client you want to change the lead for.
6. Choose a new lead accountant in the Lead column.
7. Once done, hit Save.

To assign multiple clients to the same lead accountant:

1. Select the checkbox for each client.
2. From the Assign to dropdown, choose the lead accountant.
3. Once done, click Save.

Additionally, here's a resource you can browse just in case you need assistance adding and editing user info for your accounting firm: Add and manage your accounting team in QuickBooks Online Accountant. 

I'll be here willing to provide further assistance for any additional queries you may have when managing clients in your account. Feel free to let me know in the comments below. Keep safe.