QuickBooks HelpQuickBooksHelpIntuit

Create clients from your contacts in QuickBooks Practice Manager

by Intuit Updated 2 weeks ago

You can easily convert an existing contact into a separate client record in QuickBooks Practice Manager. This is useful when a contact associated with one client also requires your services.

For example, if you manage a limited company's account and also handle the personal taxes for its two directors, you would need three distinct client records:

  • The limited company.
  • Director 1 as an individual client.
  • Director 2 as an individual client.

By creating clients from the director contacts listed under the company, you can efficiently set up their individual records and link them back to the business.


How to create and link a client from a contact

Follow these steps to turn a contact into a new client and then link the two records.

  1. From the main menu, go to Clients and select the client that the contact is associated with.
  2. Select the three-dots icon (...) and choose Create client from contact.
  3. Practice Manager will pre-populate some fields using the information from the contact record. Fill in any additional client details as needed.
  4. Select Save client.
  5. After saving, you will be taken to the new client's record. Select + Add linked client.
  6. Search for and select the original client record (e.g., the limited company) and add descriptive labels to define the relationship.
  7. Select Save to create the link.

Repeat this process for any other contacts you need to convert into new clients.


More help

Tip: Save the QuickBooks Practice Manager resource page to your bookmarks for easy access to helpful articles and step-by-step instructions.


We're here to help
If you have a question about Practice Manager or need help with it, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in the community.

You must sign in to vote.

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.