In order to use TSheets and Time & Budgets in-conjunction, you will need to install custom fields within TSheets to sync with the Roles and Task Types within your account.

To install in TSheets, go to Set Up > Add-ons OR Feature Add-ons > Manage Add-ons. Under Get More, find Custom Fields and click Install.

Once you've installed you can begin adding time in Intuit Practice Management powered by Karbon that will carry over to TSheets.


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