00:04In today's video, I'm going to teach you how to change your accountant on QuickBooks Online.
00:10By the end of this tutorial, you'll be able to manage your accounting team with ease and confidence.
00:16So, let's dive right in.
00:17First, you'll want to head over to QuickBooks Online by opening your preferred web browser and navigating to the QuickBooks
00:24website.
00:24Once you're there, look towards the top right corner of the page and click on the Sign In button.
00:30You'll then be prompted to enter your email and password which you'll do to access your account.
00:35After typing in your credentials, go ahead and hit Sign In.
00:38Once you've successfully signed into your account, we'll make our way to the settings.
00:42This is where most of the managerial options are housed.
00:45In your dashboard, you'll find a gear icon, commonly known as settings, either in the top bar or side panel
00:50of your page.
00:51Give that a click and you'll notice several options appear.
00:55We're particularly interested in the Manage Users section, so go ahead and select that.
00:59Now that you're in the Manage Users area, look for the Accounting Firms tab.
01:03This is where you manage the accountants that have access to your QuickBooks Online account.
01:08Clicking on it, you'll see a list of accountants who currently have access to your accounting data.
01:12If it's time to say goodbye to your current accountant, click on the dropdown next to their name.
01:17This action will reveal more options.
01:19Search for the Delete option within this dropdown menu.
01:23Select it, and a confirmation prompt will appear, asking if you're certain about removing this accountant.
01:29To proceed, click on Delete again to finalise the removal process.
01:32It's important to remember that this step cannot be undone, so double check that you're removing the right person.
01:38With your previous accountant removed, it's time to invite a new one.
01:41You'll notice an Invite button at the top right corner of the page.
01:44Click on it to start adding your new accountant.
01:47Here's where you'll enter their details.
01:49First, type in the new accountant's first name and then their last name.
01:53Make sure to spell these correctly to avoid any confusion later on.
01:56Next, carefully enter their email address, as this will be used to send them the invitation to join your QuickBooks
02:02account.
02:03After filling in all the necessary details, make sure to double check everything for accuracy.
02:07It's crucial that the information is correct to ensure smooth communication moving forward.
02:13Once you're satisfied, click on the Save button to send out your invitation.
02:17Your new accountant will receive an email with instructions on how to accept and access your QuickBooks Online account.
02:23And that's it!
02:24You've successfully changed your accountant on QuickBooks Online.
02:27Hope you found this tutorial helpful and make sure to check back for more insightful tips and guides.
02:32Stay organised and happy accounting!
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