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Add a client from an email in QuickBooks Practice Manager

by Intuit Updated 10 months ago

If you get an email from a lead or potential client, you can easily create a new client record from the info in the email.

If you need to locate the email address of the sender in QuickBooks Practice Manager, this is how you do it:

  1. Go to Emails
  2. Select the Other tab. 
  3. Look for the email and open it.
  4. Select + Associate email with client.
  5. Select + Create client
  6. Follow the steps to add a new client. When you reach the Client Contacts step, the email sender will be included automatically at the first client contact.

After you add the client, all future emails from this sender will appear in the Priority tab of your emails in QuickBooks Practice Manager.

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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