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Replying to:
Erika_K
QuickBooks Team

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Switching bookkeepers can sometimes be challenging, Eleni. I'll be here to guide you through the process smoothly and help you gain full access to your QuickBooks data. 

 

Before proceeding, can you let me know which specific product you're using? Are you working with QuickBooks Online (QBO) or QuickBooks Desktop (QBDT)? Also, can you share further information about the email you received from your previous bookkeeper? Did it contain any invite links, or was it plainly a message indicating the transfer of the QuickBooks data and the Company ID?

 

Now, if you have QBO, refer to the given information below. 

 

If the email contained an invite link to become the primary admin, you'll need to open the link and accept the user role. Once you have accepted the invite, you can access and manage your data. 

 

On the other hand, if you haven't received any invite links, you'll have to contact your bookkeeper, so they can transfer the access back to you.

 

Once you have successfully claimed Primary access, the next step is to remove your accountant from your account:

 

  1. Log in to your QBO account as the primary user.
  2. Locate the Gear icon and select Manage users.
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  3. Choose the Accountants or Accounting Firms tab.
  4. Find the accountant you want to remove.
  5. From the Action column, click Delete and then Delete.

 

Moreover, could you specify which business account you are referring to? Is it an unused QuickBooks Online (QBO) account? If so, we have two options depending on your subscription. If you have an advanced version, create a copy and restore it to your unused business account. However, if you have a basic version, you'll have to manually export the data to transfer it from your old file to the new one.

 

On the other hand, if you're referring to the credentials of your unused account,  update them to match your business account.

Alternatively, if you have QBDT, refer to this article on how to proceed: Transfer the primary admin role to QuickBooks Desktop.

 

Here are some articles you can refer to for more information about the various options for user roles and access permissions, as well as the usage limits and the maximum number of items allowed:

 

 

Have more additional questions about accessing your accounting records? Add a comment below and I'll be here to ensure you have all the help you need.

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