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christopher7
Level 1

When using "Your Practice", does creating a new CUSTOMER, create a new CLIENT as well? I am finding this very annoying.

By "Your Practice", I mean the books of the Accounting Firm. I now have a number of Clients that are not clients, but purely Debtors/Customers.
1 Comment 1
MaryLandT
Moderator

When using "Your Practice", does creating a new CUSTOMER, create a new CLIENT as well? I am finding this very annoying.

Thank you for contacting us about adding customers, christopher7.

 

The Your Practice section on your account is for QuickBooks Online Accountant. The Clients tab is where you add a client who is also using QuickBooks Online.

 

Please see the attached screenshot below for your visual guide.

 

 

 

Also, you're right that if you're adding customers through Sales, then Customers, they become your clients. You have to add a customer from the clients' account. 

 

Here are the steps:

 

  1. Click the Go to QuickBooks, then choose a client.
  2. Select Sales, then Customers.
  3. Click New customer.
  4. Enter the customer's information.
  5. Click Save.
     

I'm adding this link to learn more about the process: Add and manage customers in QuickBooks Online. It has a video tutorial as a guide.

 

If you don't want to use the accountant version, you'll have to sign up for Simple Start, Essentials, or Plus. Please browse this link and choose your plan: QuickBooks Plan and Pricing.

 

If there's a need to cancel the accountant version, check out this article for instructions: Cancel your QuickBooks Online subscription.

 

Stay in touch with me if there's anything else I can help you with adding customers. I'm always right here to provide the information that you need.