You appear to be not logged in so your learning paths progress may not be saved. Edit the Client and Contact Fields Product Success Team September 04, 2024 14:47 You can customize your client card to include specific fields and information that you would like to collect from your clients. This video will show you how. Related articles QuickBooks Desktop Video: Edit the Client Card Invite a Client to the Client Portal Create an Estimate How To Customize your Client Card Comments 0 comments
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