We're so excited to have launched Practice Manager. This is a feature that allows you to create client requests or projects to organise and track your team's work. It will help you keep your work on track from start to finish.
I've sat down with Fer Amenedo who's the Senior Product Manager working on Practice Manager. Below, he's answered some of your questions that we've heard. Take a look and if you still have questions, please feel free to post in the comments.
1. How many clients can I have in Practice Manager?
You can have as many clients as you want, whether they are QuickBooks clients, or clients managed in other FMS. Our pricing tiers are based on the number of clients that you have. So, based on how many clients you want to manage within Practice Manager you will need to select the right tier for your practice. Our lowest tier allows you to manage up to 100 clients.
2. How can I bring my client data into Practice Manager?
Yes. Some of your client data will be brought from QuickBooks for Accountants. Other, can be synced directly from Companies House. During the initial import we will compare your QuickBooks clients against Companies House and let you choose the right records for your clients. You will also be able to upload information using a CSV file for those clients that are in other FMS.
3. Will I get any help with setting up Practice Manager?
We have many resources that can help you get started with Practice Manager. From videos to articles, our resource hub will give you all the hints and tips of how to get the most out of Practice Manager. Additionally, our onboarding team will help you get started with using QuickBooks Practice Manager and help you get setup ready to use. They will ensure your email is connected, clients brought in, key workflows created and help create your letters of Engagement.
4. Do my clients need to have a QuickBooks license to be in Practice Manager?
No, you will be able to onboard clients that are also managed in other FMS. The main difference is that with those clients you won’t get the benefits of the deep QuickBooks integration.
5. If I add clients via Companies House will their data be automatically updated if there are changes?
Once you sync one client with Companies House their details will be imported. At the moment, if their details change their data is not pulled automatically, but you can press on a sync button and this will update the profile with their details.
6. Will I need separate login details to access Practice Manager?
The only requirement to use Practice Manager is to have a QuickBooks for Accountant account. Practice Manger will use these same login details.
7. What other features are you looking to bring in?
We will soon be releasing Letters of Engagement. Also, we are looking to improve our reporting capabilities, build our deeper integration with QuickBooks so you can see customers accounting data from within PM, as well as enable some of our latest AI technology in Practice Manager.
I am setting up my QBO Practice Manager and im finding a couple of issues with Email
No idea how to:
- move an email to priority - QBO seems to determine which email is Other or Prority!
- How can I delete emails wholesale? e.g. when linking my email it has pulled through 99+ emails and im currently having to go through each one individually to delete
- I can't see any of my Gmail folders in practice manager, will this change? Unfortunately, I will currently need to keep my gmail open to search or file away anything
Thanks
Shai
Hi
I have few questions and comments
Date Format : Why this has been set in yyyy/mm/dd as it makes bit hard to enter , is there a way we can change like date of birth to enter and some other dates.
When transferring client from QBOA it just transferred/migrate all of them instead of letting us to choose.
when we are accepting the Practice Manager software to have direct integration with QBPM. Is karbon is QBPM interface for integration with practice manager software.
Switching between QBOM and QBOA there is no link or button. Have to open the new window.
Regards
M Mobin
Link provided in the monthly bookkeeping data request email is not working
Hi Nitin Jain,
May I know where you get the link provided in the monthly bookkeeping data request? Could you please share the link with us? This allows us to determine why it isn't working on your end.
Additionally, you can share your additional details of your concerns here in the QuickBooks Community forum. We're always ready to help you out.
Finally, visit our One Intuit Help Hub to access our troubleshooting guides, online resources, and FAQs specific to your QuickBooks products and needs. You can view this brief video to help you navigate the page seamlessly: https://intuit.me/OHHvideo.
Please know that you're always welcome to reach out for inquiries about managing and tracking your QuickBooks transactions.
We are setting up Practice Manager and are having an issue importing our client list.
We have QBOA and TaxCalc in place for accounts production and tax return submission, and we use only QBOA for billing our clients. However, TaxCalc has the most accurate client data, and we only need those to be imported into Practice Manager. Since QBPM has the function to sync with QBOA, it creates duplicate client accounts, making it difficult to manage. How can I turn off or stop being integrated with QBOA? Is there any method to remove the option to 'Sync with QBOA' under the three dots on the client dashboard? Thanks!
Hi there, Has. I understand the importance of synching and generating the correct client data in QuickBooks Practice Manager (QBPM).
QBPM will automatically import all your clients or team members from QuickBooks Online Accountant (QBOA) and create individual accounts for each one. Currently, the syncing process is continuous and can't be stopped, as the integration between the two platforms streamlines the management of your accounting practice by synchronising client data, invoices, and financial information.
As a workaround, you can consider adding the clients that are in Taxcalc to QBOA. Once added, they will automatically appear in the Teams list of Practice Manager. You can check out this article to learn everything you need to know about the process: Add and manage team members.
Then, I suggest merging the added duplicate clients in the Practice Manager. Doing so will bring all their records and information like tasks, emails, and contacts to the other client, and then the original will be removed. Here's how:
We recognize that each company has unique needs, and I can see how the feature to remove the Sync with QBOA option to avoid duplicates would benefit and empower your business. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program. I'll show you how:
Alternatively, you can share this idea on our QuickBooks Idea Exchange Board page. To do so, click this link: https://quickbooks.intuit.com/learn-support/quickbooks-idea-exchange/idb-p/uk-idea-exchange. Then, select the Suggest an idea button. After entering your suggestion, choose Post.
Additionally, you can browse our QuickBooks Practice Manager Hub article to find comprehensive resources and step-by-step instructions to utilise and manage the program.
Please keep us updated if you need further assistance managing your client data or navigating Practice Manager. Just add a reply below, and we'll get back to you. Keep safe!
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