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Add or edit a contact in QuickBooks Practice Manager

by Intuit Updated 10 months ago

This page will show you how to add, edit, or delete contacts for your clients in QuickBooks Practice Manager. We'll also cover how to make a contact the primary contact for a client.

Choose the section to reveal more information.

  1. Go to Clients
  2. Select the name of the client you want to add a contact to.
  3. Select the Details tab. 
  4. Select + Add contact
  5. If this is the primary contact, select Primary
  6. Enter the contact’s information like name, address, email and phone number. 
  7. Fill in the custom fields – these are set by the workspace admin. 
  8. When you’re done, select Save contact.
  1. Go to Clients
  2. Select the client with the contact you need to edit.
  3. Next to the contact’s name, select the three-dot icon.
  4. Select Edit contact. This opens the contact’s details page.
  5. Make the necessary changes.
  6. Select Save contact.

If the client has multiple contacts, you can make one of them the primary contact and include the rest as carbon copies in any automated emails.

  1. Go to Clients
  2. Select the client with the contact you need to make the primary contact.
  3. Next to the contact’s name, select the three-dot icon.
  4. Select Make primary.
  1. Go to Clients
  2. Select the client with the contact you need to delete.
  3. Next to the contact’s name, select the three-dot icon.
  4. Select Delete contact.
  5. Select Confirm.

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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