Thank you for posting here in the Community, @. I’ll share some information about deleting your client.
It seems that you’re using QuickBooks Accountant Online based on the term client. If so, we can delete them. Through this, you’re unable to access their company and work features like Prep for taxes. I’ll show you how:
- Ensure your client assigns a new primary admin.
- You’ll need to remove them if the they’re part of your ProAdvisor discount plan. Once updated, they’ll get the full access to their accounts.
- Sign in to QuickBooks Online Accountant as an admin.
- From the Client's list's Name column open the client's name link.
- From the Edit client drop-down menu, select Delete permanently.
- Select Yes, when the confirmation prompt appears.
If your client is part of your Wholesale Billing subscription or you're the Master Admin for their company file, you can’t remove them. If they’re connected to you through ProConnect Tax Online, this only deletes their QuickBooks profile. However, we can make them inactive so they won’t appear on your list.
Here’s how:
- On the left pane, go to Clients menu and find the one you’ll want to delete.
- Select the Edit client drop-down, then click Make inactive.
- Tap Yes to confirm.
Just a reminder that making your client's status inactive does not cancel their subscription. To completely do so, follow these steps:
- Go to the Gear icon ⚙.
- Choose Subscriptions & Billing.
- Select any clients you want to remove.
- From the Batch Actions ▼dropdown, select Transfer billing to the client.
- Click Remove.
If you’re invited by your client, you’ll need to reach out to them and request to remove you as the accountant. For the step-by-step process, visit this article: Remove an accountant.
You can read through these articles for more insights about managing your clients' account:
If you have other questions about managing your client, feel free to leave a comment below. I'll be right here to help.
