How do I delete my bookkeeper if the “delete” choice isn’t there

Please know that only the Primary Admin can remove and manage user roles. If your bookkeeper holds this role, you cannot remove them until they transfer primary access back to you.                

If they refuse to transfer access, connect with our Live Support team to initiate a formal ownership claim. You will need to submit a Request to be the Primary Admin form along with proof of ownership.

If you are already the Primary Admin, you can remove them by navigating to the Gear icon and clicking Manage Users. In the Users tab or under the Accounting Firm section, locate the bookkeeper's name. Then, click the dropdown arrow in the Action column and select Delete.

However, if you still cannot see the option, try logging out and back in to refresh QuickBooks and determine if a system glitch is causing the issue.

Once you successfully removed your accountant, they will no longer be able to log in, view your financial data, or make any changes to your books.

We’re here to help if you need further assistance.