
Link clients together in QuickBooks Practice Manager
by Intuit• Updated 1 year 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.

- Go to Clients.
- 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.
- Select + Add linked client.
- Use the dropdown to locate the linked client.
- Select the label–this is the type of link like parent, subsidiary and so on.
- Select Save.
To change or delete the link, you can select the pencil icon.
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