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QuickBooks Practice Manager | Resource Hub
by Intuit• Updated 1 year ago
Here you'll find comprehensive help articles and step-by-step instructions on how to use Practice Manager in QuickBooks Online Accountant.
Getting started
- Get familiar with Practice Manager
- A beginner's guide to Practice Manager
- How to use and manage filters
Teams
Tasks
- How to work through tasks
- Add a new task
- Add a new subtask
- Edit tasks or subtasks
- Add an instruction subtask
- Add an email subtask
- Add an internal subtask
- Access tasks, emails, files and notes
- Reassign a task
- Add a client task
Emails
- Link your email account
- Manage your inbox
- Link an email to an existing task
- Convert an email into a task
- Link an email with an existing client
- Send emails to clients
Clients
- View your client list
- Add a client
- Add a new client from an email
- Edit client details
- Add or update client details from Companies House
- Add or edit a contact
- Create clients from your contacts
- Link clients together
- View or edit client details
- Access client tasks, emails, files and notes
Files
- Import your clients and contacts
- Request documents and files
- Turn on file sharing
- Access, edit and share passphrase with a client
- Organise client files
Reports
Settings
- Change your workspace settings
- Add or edit task labels
- Add a new task template
- Add or edit client types
- Add or edit custom client fields and field groups
- Add or edit contact fields
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