What is the Lead Accountant Role in QuickBooks Online Accountant? - dummies

What is the Lead Accountant Role in QuickBooks Online Accountant?

By Elaine Marmel

As you would expect, you add clients using QBO to your QBOA account so that you can work easily with your clients’ accounting data (you can read about adding clients to your QBOA account. For most firms, part of managing clients involves establishing responsibility among firm team members for various clients. To address this need, QBOA uses the “lead accountant” role — the firm member through whom a client has provided access to a QBO subscription.

QBOA assigns the Lead Accountant role when:

  • A client invites an accountant: The invited accountant goes through the process of accepting the client invitation and selecting the firm under which the client is assigned. Once the accountant accepts the invitation, the accounting firm has access to the client and the invited accountant — who is a member of the firm — is assigned the Lead Accountant role.
  • A firm member creates a client company: When a team member within the firm creates a client company in QBOA, QBOA assigns the Lead Accountant to the team member.

But, things happen, and a team member with a Lead Accountant role for one or more clients might leave the firm. In this case, you can make the team member inactive (you can’t delete users in QBOA) and QBOA will prompt you to assign a new Lead Accountant to the client(s) associated with the (now inactive) team member.

To make the team member inactive, click the Team page and click the team member. QBOA opens the Edit User dialog box; from the Status list box, choose Inactive and save your changes.