Client Details is a dedicated space for storing key information about your clients, making it easy to reference whenever you need it.

We recommend using Client Details for information your team members access regularly. For other types of information, you can use Client Notes to keep everything organized.

To access a client’s Client Details information, simply click the Info tab within a client’s close page.

Add all necessary information under Info > Details, then save your work.

If you'd like to more prominently display your Client Details, you can enable a setting to show them at all times on the Close Page.

To do that:

Once you pin the Client Details, you'll see them at the top of your client's close page:

You can access your client's details from any browser tab (including inside your client's QuickBooks file) with Double's Chrome Extension.