QuickBooks HelpQuickBooksHelpIntuit

Add or edit custom client fields and field groups in QuickBooks Practice Manager

by Intuit Updated 10 months ago

When you add or edit a client in QuickBooks Practice Manager, custom client fields will show. Custom fields and group fields are useful because you can capture and keep track of any specific information you need for each of your clients. Here’s how you can set them up!

Note, only workspace admins can add and manage custom client fields and groups.

Custom client fields

  1. Go to Settings
  2. Select the Client fields tab. You’ll see a list of the default fields.
  3. Select + Add new field
  4. Enter the field name. 
  5. Select the field type: text, number, date or Yes/No
  6. Select the custom field group. If you have many custom fields or use them for a specific purpose, you may want to group them so they're easier to see. Otherwise, they'll automatically fall in the 'default' group.
  7. Choose whether each field is required when setting up clients.
  8. When you’re done, select Save all changes
  9. Select Confirm

Note: Fields are ordered from newest to oldest, so a new field will be last in the list.

Custom group fields

  1. Go to Settings
  2. Select the Custom fields group tab. 
  3. Select + Add new group
  4. Enter the group name. 
  5. Select whether, when looking at a client's detail page, a group should be expanded or collapsed by default. If you have information that doesn't need to be accessed, you may want to set the field group to be collapsed.
  6. Select Save all changes.

You can go back to the Client fields tab and select which group the field should appear in the client's details page.

The fields will be organised into the groups and order you arranged them, and each group will collapse/expand when you select it.

Reorganise client field or field group list

  1. Go to Settings.
  2. Select either the Client fields or Custom field groups tab.
  3. Next to the custom field or group name, select the three-line icon. 
  4. Drag and drop it where you want.
  5. Select Save all changes.

Delete a client field or field group

  1. Go to Settings.
  2. Select either the Client fields or Custom field groups tab.
  3. Next to the custom field or group name you want to delete, select the bin icon. 
  4. Select Save all changes.

Tip: Save the QuickBooks Practice Manager resource page to your bookmarks for easy access to helpful articles and step-by-step instructions.

We're here to help
If you have a question about Practice Manager or need help with it, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in the community.

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this