Step-by-Step Guide- How to Easily Change Your Paid Preparer in QuickBooks Online
How to Change Paid Preparer in QuickBooks Online
Managing financial records and tax preparation can be a daunting task, especially for small businesses and individuals. QuickBooks Online, with its user-friendly interface and robust features, has become a popular choice for many. However, there may come a time when you need to change your paid preparer in QuickBooks Online. This article will guide you through the process of how to change paid preparer in QuickBooks Online, ensuring a smooth transition for both you and your new preparer.
Step 1: Log in to Your QuickBooks Online Account
The first step in changing your paid preparer is to log in to your QuickBooks Online account. If you haven’t already, sign up for an account or log in using your existing credentials.
Step 2: Navigate to the Settings Menu
Once you are logged in, click on the gear icon located in the upper-right corner of the screen to access the Settings menu. From the dropdown list, select “Account and Settings.”
Step 3: Go to the Users Section
In the Account and Settings page, you will see several tabs. Click on the “Users” tab to view a list of users associated with your QuickBooks Online account.
Step 4: Find the Current Preparer
Scroll through the list of users to find the current paid preparer. You can identify them by their name and the role they have been assigned in QuickBooks Online.
Step 5: Remove the Current Preparer
To remove the current preparer, hover over their name and click on the three dots that appear next to their name. From the dropdown menu, select “Remove.”
Step 6: Add the New Preparer
After removing the current preparer, it’s time to add the new one. Click on the “Add user” button located at the bottom of the Users section. Enter the new preparer’s email address and set up their role and permissions accordingly.
Step 7: Notify the New Preparer
Once the new preparer has been added to your QuickBooks Online account, it’s essential to notify them of their new role. Provide them with the necessary login credentials and instructions on how to access and manage your financial records.
Step 8: Confirm the Change
After the new preparer has been added and notified, confirm the change by reviewing their role and permissions in your QuickBooks Online account. Ensure that they have the appropriate access to perform their duties effectively.
By following these steps, you can easily change your paid preparer in QuickBooks Online. This process ensures a seamless transition and maintains the integrity of your financial records. Remember to communicate with both the current and new preparer to ensure a smooth handover of responsibilities.
