Manage your clients with the new client list

Learn how to manage clients from the new client list in Intuit Accountant Suite. Get a fast, responsive view with useful sorting and filtering, and go straight to your clients’ accounting solutions. Use the client list to add new clients, find existing ones, or change client details.

Find related client data

Some data previously found in the client list is now in new locations:

• Bank connection status: Find this in a widget on your main dashboard.
• Client transaction volume and Uncategorised transactions: These are available in the Client Insights app, which is part of the Intuit Accountant Suite Accelerate Beta.
• Month-end close: Use the Books Close beta, now available in Intuit Accountant Suite, for a streamlined month-end close across all clients. You can still access Books Review for each client's books, but we encourage you to try this new feature.
• Workpapers: Your client's links to Workpapers will be added to the Client list in November.

Access and update your client list

Follow these steps to manage your clients using the list. 

Prerequisites

• Your firm must be opted into Intuit Accountant Suite

Steps

1. Sign in to Intuit Accountant Suite.
2. Locate the client list by hovering your cursor over All apps and selecting Clients. Then, select Client list.
3. To add a new client, select Add client. From here, you can:
   • Add the client information and product subscription details, and then follow the next steps to add a client.
4. To find an existing client:
   • Enter the client name you want to find in the Search field.
   • Press Enter to display matching names.
5. Select Customise to filter your client list, select any filter option and select the specific value you want to filter by.
6. To modify a specific client's details, select Edit client under the Actions column. From here you can:
   • Edit client information.
   • Edit team member access.
   • Access product subscription information.
7. To perform other actions for a specific client, select Actions . From here, you can perform the following actions:
   • Make the client inactive.
   • Edit lead information.
   • Permanently delete the client.
8. To log directly into a client’s accounting application, select the QuickBooks icon next to the client name.

Results

You have successfully accessed or updated your client list information.