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Hi - does anyone know how to trigger an export for a new client without having to wait for an overnight update?

Hi Chris1929, thanks for posting on the Community. There's no way to override the automatic updates in QuickBooks Online. If you need any additional support using the Practice Manager, you can view our overview or take a look at our beginners guide.

Thanks - that saves me searching for a way - my ability to update the limited company details has disappeared!

The additional fields no longer appear when I update as limited company - so I cannot update the company house number!

I used to be able to update on the client screen - the type of business - but that is not available either!

Thanks Chris1929, you should be able to edit all fields, including those relating to Companies House, from the Client tab in QuickBooks Practice Manager. If a field was blank during the client set up, toggle Show empty fields to view & edit. If you're still unable to complete this from here, please begin a chat so that we can view this with you. 

Thanks - I remembered that the symbol above was for edit client ! - so once I clicked on the symbol I could add the company number and refresh the link to pull through from companies house - thanks for your help

Is there a setting that will show me the tasks to be triggered tomorrow?

Great - you can view upcoming tasks by going to the Work tab > To-do > Set the Due by drop-down to Tomorrow (or by going to Team > Work report > Filter > Due by date). There's currently no way to filter this view to show tasks with automated settings applied (for example, between those which are set to send an automated email and those which are set to manual email). You can, however, edit the task to view this detail. 

How do I get to see due by date in the filter? I have client name, task template, label and overdue?

On the to-do page (Take me there) the Due by shows beside the + Add task button (it isn't an option in the filter). From the Team > Work report view, click the filter and Due by date will show on the drop-down beneath Task fields. Hope this helps!

Hi there,

What is synchronised between QBPM and QBOA?

I have added contacts to clients in QBPM, will they be synched across to QBOA and if so, where will they show?

Thanks

Anette

Keeping your client information organized and synchronized between QuickBooks Practice Manager (QBPM) and QuickBooks Online Accountant (QBOA) is essential to your business, Anette. Let me address this and ensure you have all the information you need.

When adding a new client to QBPM, the initial step is to add them to QBOA. Once done, the said client will appear automatically in the team list within QBPM. Please note that contacts created in QBPM don't sync back to QBOA. The synchronization is unidirectional, meaning the client data is exclusively flowing from QBOA to QBPM.

For more details about the synchronization between QBPM and QBOA, refer to this article:

• QuickBooks Practice Manager: A beginner's guide
• Introducing QuickBooks Online Accountant's Practice Manager

Moreover, I've included this helpful article for step-by-step instructions on utilizing Practice Manager within QuickBooks Online Accountant: Resource Hub.
 

Please let us know if this goes. We're here to assist you further if you have other concerns about the synchronization of your QBPM and QBOA. Have a good one.

Thanks :)

On behalf of my colleague, you're welcome, anette. It’s gratifying to hear that the proposed solution has helped you sync your clients between QBPM and QBOA. My team and I genuinely appreciate you taking the time to share this feedback with us.
 

At the QuickBooks Community, we're dedicated to addressing all customer concerns and ensuring you receive the support you need. Your satisfaction is our top priority, and we strive to provide timely and helpful responses to any inquiries you may have. 

If you need further assistance with QuickBooks or have additional questions, please don’t hesitate to reach out by leaving a comment below. My team and I are here to help and are eager to assist you with any challenges.
 

In the meantime, take care of yourself, and we wish you a fantastic day ahead! Thank you for being an integral part of our community.