Hello there, @Lovever. I'm here to help delete your client from your accountant billing subscription.
You'll want to ensure that you set up your client active before removing them. This way, you can transfer the billing subscription to them.
Once they're active, follow the steps below on how to transfer:
- In QuickBooks Online Accountant, go to the Clients menu.
- Find the client.
- Select the Edit client ▼ dropdown and then Make active.
- In QuickBooks Online Accountant, go to the Gear icon⚙ and then Billing and subscriptions.
- Select the Your subscriptions tab or the Accountant-billed subscriptions tab.
- Select the client you want to remove.
- From the Select actions dropdown, select Transfer billing to the client.
Please note that they have read-only access to their QuickBooks company until they update their billing info. They can see their accounting data but can't make changes. For more details, see this article: Manage your QuickBooks Online Accountant pricing plan and discount.
Also, I'd suggest logging into your QBO account using a private browser. Stored cache can cause unusual behavior in QuickBooks, such as unresponsive features.
Here are the keyboard shortcuts to access it:
- Safari: Hold down Command + Shift + N
- Microsoft Edge or Firefox: Press Ctrl + Shift + P
- Chrome: Press Ctrl + Shift + N
If it works, we can clear your browser's cache to delete those temporarily stored files and free some space on your browser's data. You can also do this task on other supported, up-to-date browsers.
Moreover, let me add these links that you can use for reference in managing your client's and handling your accountant tools:
Feel free to leave a post below if you have other questions about managing your QuickBooks account. I'm always here to help.
