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:
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.
