How Do I Delete a User in QuickBooks?
Deleting a user in QuickBooks is a straightforward process, but the steps can vary depending on whether you are using QuickBooks Online or QuickBooks Desktop. Below is a step-by-step guide for both versions:
For QuickBooks Online (QBO):
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Log In to Your Account:
- Sign in as the admin user since only admins have the permission to manage users.
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Navigate to the “Manage Users” Section:
- Click the Settings gear icon in the upper-right corner.
- Under the “Your Company” section, select “Manage Users”.
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Locate the User You Want to Delete:
- In the user list, find the user you wish to remove.
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Delete the User:
- Click the arrow dropdown next to the user’s name.
- Select “Delete”, and confirm the action when prompted.
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Review Confirmation:
- The user will be removed, and they will no longer have access to your QuickBooks Online account.
For QuickBooks Desktop:
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Log In as Admin:
- Open QuickBooks Desktop and log in using the admin account.
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Access the User Setup Menu:
- Navigate to “Company” in the top menu.
- Select “Users” and then “Set Up Users and Roles”.
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Select the User to Delete:
- In the user list, highlight the name of the user you want to remove.
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Delete the User:
- Click the “Delete User” button or option.
- Confirm the action when prompted.
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Save Changes:
- Once deleted, the user will no longer have access to QuickBooks Desktop.
Important Notes:
- Cannot Delete Primary Admin: In QuickBooks Online, you cannot delete the primary admin. You can transfer the admin role to another user if necessary.
- User Activity: Deleting a user does not erase their past activity or transactions in the system.
- Revoke Access Instead of Deletion: If you might need the user again, consider simply revoking their access instead of deleting their profile entirely.
By following these steps, you can easily manage and remove user access from your QuickBooks account.
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