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Add or edit client types in QuickBooks Practice Manager

by Intuit Updated 10 months ago

When you add a new client in QuickBooks Practice Manager, you will be able to assign them to a specific client type. This is done by filling in the 'Client type' field. Here's how to set up and manage client types.

Note, only workspace admins can add or edit client types.

  1. Go to Settings.
  2. Select the Client types tab. Practice Manager comes with several client types by default.
  3. Select +Add type
  4. Give the client type name.
  5. Select Save all changes.
  6. Select Confirm.

To delete a client type, select the bin icon. This will remove the client type you don't need.

You can rearrange the order of client types if you need to. To do this:

  1. Next to the client type name, select the three-line icon.
  2. Drag and drop it into the order you want. This will be the order your client type will display in the client type dropdown when you add a new client.

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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