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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Jeff_S
QuickBooks Team

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It appears that you're experiencing issues with your user settings. Let's work on returning your account to a standard admin role, Mukenyi.

 

To remove yourself from an accountant user, you must be the primary admin of your firm to change the primary admin role in a client's account. Then, invite yourself as a standard user or company admin.

 

Here's how:

 

  1. Sign in to your QuickBooks Online as the primary admin.
  2. Go to the Gear icon and select Manage Users.
  3. Select the Accountants tab, then find the user you want to remove.
  4. In the Action column, choose Delete.
  5. Hit Delete to confirm.

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Adding and managing users in QuickBooks Online  provides several advantages that can enhance business operations, foster collaboration, and improve overall management.

 

Additionally, to manage user access in QBO and give users only the access needed for their role, refer to this article: Add and manage custom roles in QuickBooks Online.

 

Note: We removed the video you posted because it contained some of your personal information. Protecting the data of our valued customers is our utmost priority.

 

If you have any additional questions about managing user roles, I'm always here to help. Feel free to reach out at any time. Take care!