Hi there, Bat-thing. I understand the importance of synching and generating the correct client data in QuickBooks Practice Manager (QBPM).
The 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. We're unable to decide which client you'll want to sync to QBPM.
We recognize that each company has unique needs, and I can see how the feature to decide which clients to import in QBPM 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:
- Go to the Gear icon and select Feedback.
- Type in your suggestions about restoring the notes.
- Then, submit your request.
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.
For more details, please see these articles:
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!
