Intuit Practice Management

Turn Time & Budgets on or off and change the preferences for tracking time, budgets and expenses.

Time & Budgets Settings

Each user has a setting that will automatically share emails with any contacts.

If you are managing more than one profile or email account on the one device, we recommend following these steps.

Use Roles when you create a template if you don't know which team member will perform a task and to associate dollar amounts.

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