Manage your clients with the new client list

Learn how to manage clients from the new client list in Intuit Accountant Suite. Get a fast, responsive view with useful sorting and filtering, and go straight to your clients’ accounting solutions. Use the client list to add new clients, find existing ones, or change client details.

Find related client data

Some data previously found in the client list is now in new locations:

• Bank connection status: Find this in a widget on your main dashboard.
• Client transaction volume and Uncategorized transactions: These are available in the Client Insights app, which is part of the Intuit Accountant Suite Accelerate Beta.
• Month-end close: Use the Books Close beta, now available in Intuit Accountant Suite, for a streamlined month-end close across all clients. You can still access Books Review in each client's books, but we encourage you to try this new feature.
• Tax prep and returns: A dedicated new tax tab will be available in November to access tax information for your clients.

Access and update your client list

Follow these steps to manage your clients using the list. 

Prerequisites

• Your firm must be opted into Intuit Accountant Suite

Steps

1. Sign in to Intuit Accountant Suite.
2. Locate the client list by hovering your cursor over My Apps and select int Clients.
3. To add a new client, select Add client.
4. To find an existing client:
   • Select Search within Find a client.
   • Enter the client name you want to find.
   • Press Enter to display matching names.
5. To filter your client list, select any filter option and choose the specific value you want to filter by.
6. To modify a specific client's details, select Edit client next to their name. From here you can:
   • Edit client information.
   • Edit team member access.
   • Access product subscription information.
7. To perform other actions for a specific client, select Actions . From here, you can perform the following actions:
   • Make the client inactive.
   • Edit lead information.
   • Permanently delete the client.
8. To log directly into a client’s accounting application, select the QuickBooks icon next to the client name.

Results

You have successfully accessed or updated your client list information.