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Edit client details in QuickBooks Practice Manager

by Intuit Updated 10 months ago

In this article, you'll learn how to make changes to a single client's details in QuickBooks Practice Manager, as well as how to make changes to multiple clients at once.  

  1. Go to Clients.
  2. Select the client’s name to open their details. Or, you can use the search bar to locate clients by name or contact email. 
  3. Select the pencil icon. 
  4. Make the necessary changes to the client’s details and custom fields.
  5. Select Save client.

Edit multiple clients at once

  1. Go to Clients.
  2. You can also apply a client filter to narrow the client list down. For example, only show clients of a specific type that also have a specific manager. 
  3. Use the checkbox to select the clients you want to make changes to. 
  4. When you have identified all of your clients, select the three-dot icon. 
  5. Select Update property
  6. Choose the property you want to change and set the value. 
  7. Select Update.

Need to link clients together? We got you! Here’s how you can link clients together in QuickBooks Practice Manager.

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