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Access and edit passphrase in QuickBooks Practice Manager

by Intuit Updated 10 months ago

Looking for a way to make it easier for your clients to access, upload and share files and documents? QuickBooks Practice Manager provides a convenient way to do this with its passcode and passphrase system. 

Learn how to access, edit and share the passcode and passphrase, so your clients can easily access the files they need.

  1. Go to Clients
  2. Select the client name to open their details. 
  3. Select the pencil icon next to the passphrase. 
  4. Make the changes and Save
  5. Select the copy icon and share it with your client.

Tip: Save the QuickBooks Practice Manager resource page to your bookmarks for easy access to helpful articles and step-by-step instructions.

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