QuickBooks
- Remove or delete their user in Manage users.
- If they were the primary admin, transfer that role to someone else first.
- Check accountant users separately; outside bookkeepers have their own access.
Money access around it
- Change any bank login they knew, and remove them as an online banking user.
- Cancel or collect their company card.
- Check payment apps and vendor portals where they could approve payments.
- Record what you did and when.
Menus change. For current click paths, see the official help article.