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Add or edit contact fields in QuickBooks Practice Manager

by Intuit Updated 10 months ago

When you add or edit client contacts in QuickBooks Practice Manager, if you've got custom fields set up, they'll show up next to the client's contact details.

You can add as many contact fields as you need. Each contact field has a type: text, number, date, or yes/no. You can also decide which fields are required when setting up clients.

  1. Go to Settings
  2. Select the Contact fields tab. 
  3. Select + Add field
  4. Enter the field label. 
  5. Select whether the field is required when setting up a client. 
  6. Select the field type. 
  7. Select Save all changes.

Contact fields are listed in the order they are added. Newer contact fields will show at the bottom of the list.

If you need to delete a contact field, select the bin icon. Note that you can't delete contact fields that are in use.

To arrange the list, select the three-line icon next to the field labels and rearrange it in the desired order by dragging and dropping.

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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