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Edit client details in QuickBooks Practice Manager

by Intuit•2• Updated 4 months ago

In this article, we’ll walk you through how to access and edit your client details, as well as how to merge a client and change the passphrase that the client can use to access or upload secure files.

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Edit client details

Go to Clients.
Select the client’s name to open their details.
Select the Details tab.
Select the pencil icon to edit any of the details fields.
To show all custom fields, select Show empty fields.
Remember to select Update to save your changes.

You can use the icons in the client's details page to create a new task for the client, create a client from contact, email the client, edit the client, and the three-dot icon gives you options to update, export, merge, archive or delete the client.

Merge two clients together

Combining two clients will bring all of their records and information like tasks, emails and contacts to the other client, and then the original will be removed.

This could be helpful if, for example, the business has been taken over by a new one or a duplicate record has been created by mistake for the same client.

If the same details appear twice, the information in the client record you combine will take precedence. The records of the other client will be permanently deleted.

Go to Clients.
Select the client you’d like to merge to open their details.
Select the Details tab.
Select the three-dot icon, and then Merge.
Select Merge.

Change client passphrase

Practice Manager will automatically create a passphrase for each client you add. Here's how you can change the passphrase it so it's easy for your client to remember, or copy it so you can paste it somewhere else.