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Create clients from your contacts in QuickBooks Practice Manager

by Intuit Updated 10 months ago

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.

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