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Replying to:
CharleneMaeF
QuickBooks Team

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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:

 

  1. Click the Gear ⚙ icon.
  2. Select Manage users.
  3. Select Accounting firms, and find the accountant you want to remove.
  4. From the Action column, select Delete.
  5. 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:

  1. Assigns a new master admin.
  2. 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.
  3. Sign in to QuickBooks Online Accountant as an admin.
  4. Select Clients.
  5. Find the client you want to delete and select their name.
  6. In the Edit client dropdown, select Delete permanently.
  7. 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.

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