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Replying to:
DebSheenD
QuickBooks Team

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Hello there, @Picea

 

Allow me to chime in and help you remove yourself as an accountant.

 

To fix this, we can use the delete permanently feature to remove you as an accountant.

 

Here's how:

  1. If you're currently the primary admin for your client's company, make sure your customer assigns a new primary admin.
  2. If the client is part of your ProAdvisor discount 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.

 

For more details, see this page: Manage clients in QuickBooks Online Accountant.

 

If you want to track and manage your clients, you can review these articles moving forward:

 

 

I'm always looking forward to assisting you in the future. Don't hesitate to visit us again if there is anything else you need to ask with any QuickBooks-related concerns. Have a good one!

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