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Add a client in QuickBooks Practice Manager

by Intuit Updated 10 months ago

In this article, we'll show you how to add a new client in Practice manager by manually entering their information. This process only takes three steps!

Step 1: Add the client's detail

  1. Go to Clients, and select + Add client. Or, you can select the + plus icon and choose Add client
  2. Enter the client name and upload a logo image if you have one.
  3. Choose the client type—this is set by a workspace admin.
  4. From your team list, assign a client manager.
  5. Enter the client's email address. This is what your practice will use for all communication.
    Note: If the client doesn’t have contacts set up, the company email listed will be used instead. 
  6. If applicable, give an internal reference to the client.
  7. Select the industry they work in.
  8. Select Next.

Step 2: Fill in the custom fields

The type of information captured in these fields depends on what the workspace administrator has set up as custom fields, but it usually includes company registration numbers, year-end dates, corporation tax details, VAT details, self-assessment information, payroll data and more. 

  1. Fill in the fields with the necessary information. You’ll probably only be able to fill out a minimal number of custom fields at first but you can always complete this later when editing the client’s details
  2. Select Next

Step 3: Add the client's contacts

The last, and optional, step is to define client contacts.

If you choose not to add contacts, all emails sent to or received by this client will automatically be sent to the company email listed in the Add client step. 

  1. Select + Add contact. 
  2. If this is the client’s primary contact, select Primary contact
  3. Enter the contact’s name, job title, email address and phone number. 
  4. You can add a greeting or notes if you choose. 
  5. Select Save contact.
  6. Select Save client.

Alternatively, you can also add a client straight from Companies House.

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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