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Link clients together in QuickBooks Practice Manager

by Intuit Updated 10 months ago

Learn step-by-step how to link your clients together in QuickBooks Practice Manager so that you can easily manage and track your clients' interactions with members of your firm.

  1. Go to Clients
  2. Select the client’s name to open their details. Or, you can use the search bar to locate a client by name or email address. 
  3. Select + Add linked client.
  4. Use the dropdown to locate the linked client. 
  5. Select the label–this is the type of link like parent, subsidiary and so on.  
  6. Select Save.

To change or delete the link, you can select the pencil icon.

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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