Connected Apps

Integrate Intuit Practice Management with third-party apps and systems to share data and automate your workflows.

Ian Vacin avatar Andi Ancheta avatar Erin Jamison avatar
61 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison
TSheets

Why aren't my additional advanced tracking categories appearing?

To ensure your advanced tracking categories carry over, sync TSheets within Settings.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How do I get training & support setting up TSheets?

If looking for direct assistance with TSheets only, use these resources to get you up and running confidently within TSheets.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Entering time in Intuit Practice Management powered by Karbon

Once you have linked to your TSheets account you can enter time directly into our app. Here's how.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Viewing tracked time in Intuit Practice Management powered by Karbon

Once you have linked to your TSheets account and begun tracking time, you can view this information in our app. Here's how.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Advanced time-tracking with TSheets

In order to use TSheets and Time & Budgets in-conjunction, you will need to install custom fields within TSheets.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Tracking billable vs. non-billable time

Learn how to setup billable vs. non-billable time using the TSheets integration with Advanced Tracking
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Comparing actual vs. budgeted time

Use our app and TSheets together to track actual and budgeted time and review together on a particular work item.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Syncing time against a client group with TSheets

A client group is sent to TSheets as its own code, not against the client group members.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Will changing the contact for a work item in the app affect its link to TSheets?

​If you change a contact for work in our app, the TSheets code will remain linked.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Updating your TSheets integration settings

Update what gets synced with your TSheets account from 'Settings'
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How to hide work (jobs) in TSheets

Are your customer:job lists in TSheets too long? Use the unassign job feature in TSheets to reduce the clutter.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why doesn’t time entered on a work item show up on the contact?

In short, time recorded on work and time recorded on contacts is TSheets and QuickBooks Online together separately
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Will completed work be sent to TSheets?

No, when you first connect your account to TSheets we will not send information for completed work.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Are completed work items archived in TSheets?

Completed work items within Intuit Practice Management powered by Karbon are not archived in TSheets.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Integrating our app, TSheets and QuickBooks Online together

Looking to track time and bill clients? Follow the instructions to have the data flow between our app, TSheets and QuickBooks Online.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why can't I see time in TSheets that I entered in the app?

If you have tracked time in our app but it is not showing in TSheets, it is likely that the work item or contact is no longer connected.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How is a TSheets code created from a work item with a long name?

If the work item is longer than 64 characters, the code will include the first part of the work item and a string of other characters.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Will changing the contact or work name in the app affect its link to TSheets?

If the name of a contact or work item is updated in our app, its corresponding code will also be updated in TSheets.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

What happens if I change a contact or work name in TSheets?

Changing names in TSheets will not be reflected in Intuit Practice Management powered by Karbon, but they will still be linked together.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why do I need to keep regenerating codes when using TSheets with the app?

Integration with TSheets requires exact name matches and duplicate names for different types of clients will cause issues.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Does Intuit Practice Management powered by Karbon have a time-tracking clock?

No, Intuit Practice Management integrates with TSheets and we recommend you use theirs.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Best practices when deleting a code from TSheets

Follow these steps to ensure time can still be tracked from our app and stored in TSheets.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Where is my time data stored?

All time data is stored in, and will always be available in TSheets. Our app reads it back from TSheets to display it on work.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why can't my colleague enter time?

In order to enter time into TSheets via our app, each user must have a TSheets account with an email address that matches in both apps.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why can’t I see the time tab on a contact or work item?

If you can't see the time tab on a contact or work, it will most likely be because the contact hasn't been set up to work with TSheets.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why can't one user track time while others can when using TSheets?

Archiving a user in TSheets can break tracking time for that user in Intuit Practice Management powered by Karbon
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Why can’t I record time in TSheets against a contact?

TSheets doesn't allow you to directly record time against a client, but you can do so within Intuit Practice Management powered by Karbon
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How does data flow between Intuit Practice Management powered by Karbon + TSheets + QuickBooks?

Understand what data resides where and how the data moves between Intuit Practice Management, TSheets and QuickBooks
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why are some of my clients not appearing in TSheets?

Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago
GoProposal

Why can't I find the created work in the app when using GoProposal?

Multiple reasons can exist for work not appearing in our app that was created through your integration with GoProposal.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

GoProposal shows a list of multiple contacts. Which one should I choose?

Multiple instances of a contact may be shown if that contact has multiple representations in Intuit Practice Management powered by Karbon
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

What if I create a new contact in GoProposal for a client that already exists?

Intuit Practice Management powered by Karbon does not allow you to overwrite an existing contact.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

When GoProposal creates work items, what other information is created?

Any information documented in the chosen template will be created in the work item within Intuit Practice Management powered by Karbon
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

I can't see the "Find a contact..." in my GoProposal proposals

Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

When does a new contact get created when using GoProposal?

Contacts can only be created by using the "Add a new contact in Intuit Practice Management" button within GoProposal.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

When does work get created when using GoProposal?

Work in our app is created by GoProposal when the proposal is signed, accepted and reflected as won in GoProposal.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why can't I find a newly added contact in GoProposal?

Click the "refresh" option in GoProposal to pull the most up-to-date contact list from Intuit Practice Management powered by Karbon
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Can I map multiple templates to a single line item in GoProposal?

You can associate multiple work templates to a GoProposal Proposal Type.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Can I update the apps contacts within GoProposal?

If you would like to update the details for a contact, change the details in Intuit Practice Management powered by Karbon first
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Creating work for an organization with the GoProposal integration

The GoProposal integration allows you to create work items within our app for an organization, or a person.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Creating work for a person with the GoProposal integration

The GoProposal integration allows you to create work items for an organization, or a person.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago
Practice Ignition

Best practices setting up Intuit Practice Management powered by Karbon with Practice Ignition

How to create the best experience when integrating with Practice Ignition
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Choosing the default assignee for new work created in Practice Ignition

New work created in Practice Ignition and imported into our app will be assigned to a default member of your team.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How does the data flow from a Practice Ignition proposal to a work item?

Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Map multiple work templates to a single line item in Practice Ignition

Learn how to map multiple work templates in Karbon to a single item in Practice Ignition
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How can I import changes to my templates into Practice Ignition?

Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How are contacts linked with the Practice Ignition integration?

Contacts are not currently imported through the integration, but a set of logic determines what client a work item is associated with.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Can recurring work be created with the Practice Ignition integration?

The Practice Ignition integration does not support the automatic scheduling of recurring work items.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How does the app know whether a Practice Ignition proposal is for an organization or person?

Our app can either create an organization contact or a person contact when triggered from Practice Ignition.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Why does Practice Ignition create duplicate contacts?

When the app is integrated with Practice Ignition, duplicate contacts are being created even though the Client Name matches.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago