Easy Tech TutsHow to Change Your Accountant on QuickBooks Online Easily 2026
By Impran M N
Switching accountants or accounting firms means updating who has access to your QuickBooks Online account, which matters for both security and a smooth handoff. This guide covers navigating settings and updating accountant permissions. It's aimed at small business owners and accountants managing that transition.
01Navigate to QuickBooks settings
Access the account management area where user and accountant permissions are set.
02Update accountant permissions
Remove the previous accountant's access and invite the new one with appropriate permissions.
03Review user access
Confirm that only the intended people have access to sensitive financial data.
04Apply final tips and best practices
Double-check permission levels so the new accountant has exactly the access they need, no more or less.
Frequently asked questions
Does the previous accountant lose access immediately after removal?
Yes, removing their access should revoke it right away, though it's worth confirming after the change.
Can I have more than one accountant with access at a time?
QuickBooks Online can support multiple users with accountant-level access if needed during a transition.
Will changing accountants affect my existing financial data?
No, your data remains intact — only who can access and manage it changes.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
