Great news from a thread with some of my favorite ProAdvisor colleagues today. So few of us knew this option had been added that I want to make sure I share the info here.

The question was posed:

“If someone had added you to their QBOA (QuickBooks Online Accountant) company as a team member, and you no longer work with them, can you remove yourself somehow? Or do you need to request that they take you off their team?”

The answer used to be that you either had to ask the client to take you off their team, or you could make the client “inactive”. But there was no option to delete the client from your list in QBOA.

Now there is! With a few caveats and tips.

1. Click on the name of the client in your client list; then click the drop-down button next to “edit client”. You should see a “delete permanently” option.
2. If you are the master admin or billing contact for the file, it won’t let you delete them.
3. You have to do the delete in a browser incognito mode for it work. It doesn’t work in Mac desktop app.
4. The email confirmation notification is very generic and doesn’t tell which client’s file you removed yourself from. It just says “my Firm has removed access their accountant access to your QuickBooks Online account”.

https://community.intuit.com/articles/1456507-make-a-client-active-or-inactive-or-delete-them-permanently-in-qboa

Note: Many reps in QBO Support do not even know this function exists, and they keep telling us to just make them inactive.

Thanks to Ufuoma Ogaga and the entire Business Workflow & Management community for this!

Source: Make a client active or inactive or delete them permanently in QBOA – QuickBooks Learn & Support