Create clients from your contacts in QuickBooks Practice Manager

In this article, we'll show you how to turn contacts into clients in QuickBooks Practice Manager, using a limited company with two directors as an example. Let's say you work for a company and do both the directors' personal taxes too. 

In this case, we’ll need to create three client records:

1. Client A (Ltd Company)
   • Contact 1
   • Contact 2
2. Client B/Contact 1 (Individual)
   • Contact 1
3. Client C/Contact2 (Individual)
   • Contact

1. Go to Clients.
2. Select the client's name to open their details.
3. Select the three-dot icon, and then Create client from contact. This is like adding a new client.
4. Add any additional information. Depending on what info is on your contact record, Practice Manager will pre-populate some of the client fields.
5. When you're done, select Save client.

Next step is to link the new client to the other client record. To do this:

1. Select + Add linked client.
2. Chose the client and labels.
3. Select Save.

Repeat steps 1 and 2 for each of the contacts you need to create a new client record for.

For more help on linking clients together, read this.

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.