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coreadviz
February 11, 2026
Question

I’m currently using QBO Practice Manager and have a few questions

  • February 11, 2026
  • 1 reply
  • 4 views

1. When I create a new client in Practice Manager (with or without a QBO licence), how does this sync to my QBOA client list? 2. The guide says activating Practice Manager syncs all team members, but none of my team members appear, only me i can see in team —how do I fix this? 3. For the Letter of Engagement, can we upload our own template and link product/service placeholders and pricing so the document auto‑populates? 4. Is there any fee or subscription charge for using Practice Manager?

1 reply

G
GianSeth_A1QuickBooks Team
QuickBooks Team
February 11, 2026

Hi there, Coreadviz. I'm here to help you out.

 

To add your client to the QBOA client list from your practice manager, you must first add their license. If you create a client record in Practice Manager without a QBO subscription, it will not sync to your main accountant dashboard.

 

For the Letter of Engagement, you cannot upload an existing file. Your contract needs to be in live text format to function properly. You can use the Placeholder button to streamline the process. It allows you to avoid manually entering prices or names each time.

 

On the billing side, the accurate rule is that Practice Manager is free as long as you have 5 or more active QBO licenses on your billing.

 

If your staff are confirmed as active in your main Team tab but are not showing up in Practice Manager, there may be a sync issue. I recommend reaching out to the Live support team for them to investigate.

 

Feel free to visit this article to learn more about the setup in QuickBooks Practice Manager: Get started with QuickBooks Practice Manager.

 

If there's anything you need, let us know in the comments. We're always here to help.

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