Connected Apps

Overview of Connected Apps

Supercharge Intuit Practice Management powered by Karbon by integrating with other ecosystem apps.

Written by Andi Ancheta
Updated over a week ago

Video overview of Connected Apps

Learn the basics of where to go in settings and what to do to integrate with other third party applications.

Written by Ian Vacin
Updated over a week ago

QuickBooks Time integration (10 mins)

Use our integration with QuickBooks Time to track time against contacts and work items.

Written by Ian Vacin
Updated over a week ago

Overview of GoProposal Integration

GoProposal is a pricing & proposal software that is helping accountancy firms to grow more profitably.

Written by Andi Ancheta
Updated over a week ago

Overview of Practice Ignition Integration

Connect our app with Practice Ignition to automate and streamline your client onboarding process.

Written by Andi Ancheta
Updated over a week ago

Zapier integration

Learn how you can integrate with hundreds of other apps by combining our app with Zapier.

Written by Andi Ancheta
Updated over a week ago

QuickBooks Time integration setup guide

Our QuickBooks Time integration allows you to track time from inside the app. Here's how to set it up.

Written by Andi Ancheta
Updated over a week ago

GoProposal integration setup guide

GoProposal integration will share contact data and automatically trigger your chosen workflows when a proposal is accepted.

Written by Ian Vacin
Updated over a week ago

Practice Ignition integration setup guide

Automate your workflow and reduce your client onboarding time, by integrating our app with Practice Ignition.

Written by Andi Ancheta
Updated over a week ago

What is the difference between TSheets and QuickBooks Time?

TSheets has been rebranded and is now QuickBooks Time. No Karbon functionality has been lost or changed as part of this.

Written by Erin Jamison
Updated over a week ago

Why aren't my additional advanced tracking categories appearing?

To ensure your advanced tracking categories carry over, sync Quickbooks Time within Settings.

Written by Erin Jamison
Updated over a week ago

How do I get training & support setting up QuickBooks Time?

If looking for direct assistance with QuickBooks Time, use these resources to get you up and running confidently within QuickBooks Time.

Written by Andi Ancheta
Updated over a week ago

Entering time in Intuit Practice Management powered by Karbon

Once you have linked to your QuickBooks Time account you can enter time directly into our app. Here's how.

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 QuickBooks Time account and begun tracking time, you can view this information in our app. Here's how.

Written by Andi Ancheta
Updated over a week ago

Advanced time-tracking with QuickBooks Time

In order to use Quickbooks Time and Time & Budgets in-conjunction, you will need to install custom fields within Quickbooks Time.

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 QuickBooks Time integration with Advanced Tracking

Written by Andi Ancheta
Updated over a week ago

Comparing actual vs. budgeted time

Use our app and QuickBooks Time together to track actual and budgeted time and review together on a particular work item.

Written by Ian Vacin
Updated over a week ago

Syncing time against a client group with QuickBooks Time

A client group is sent to QuickBooks Time as its own code, not against the client group members.

Written by Erin Jamison
Updated over a week ago

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

​If you change a contact for work in our app, the QuickBooks Time code will remain linked.

Written by Erin Jamison
Updated over a week ago

Updating your QuickBooks Time integration settings

Update what gets synced with your QuickBooks Time account from 'Settings'

Written by Ian Vacin
Updated over a week ago

How to hide work (jobs) in QuickBooks Time

Are your customer:job lists in QuickBooks Time too long? Use the unassign job feature in QuickBooks Time to reduce the clutter.

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 QuickBooks Time and QuickBooks Online together separately

Written by Ian Vacin
Updated over a week ago

Will completed work be sent to QuickBooks Time?

No, when you first connect your account to QuickBooks Time we will not send information for completed work.

Written by Ian Vacin
Updated over a week ago

Are completed work items archived in QuickBooks Time?

Completed work items within Intuit Practice Management powered by Karbon are not archived in QuickBooks Time.

Written by Erin Jamison
Updated over a week ago

Integrating our app, QuickBooks Time and QuickBooks Online together

Looking to track time and bill clients? Follow the instructions to have the data flow between our app, Quickbooks Time and QuickBooks Online

Written by Ian Vacin
Updated over a week ago

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

If you've tracked time in our app but it's not showing in QuickBooks Time, it's likely that the work item or contact is no longer connected

Written by Ian Vacin
Updated over a week ago

How is a QuickBooks Time 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.

Written by Erin Jamison
Updated over a week ago

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

If the name of a contact or work item is updated in our app, its corresponding code will also be updated in QuickBooks Time.

Written by Ian Vacin
Updated over a week ago

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

Changing names in QuickBooks Time will not be reflected in our app, but they will still be linked together.

Written by Ian Vacin
Updated over a week ago

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

Integration with QuickBooks Time requires exact name matches and duplicate names for different types of clients will cause issues.

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 QuickBooks Time and we recommend you use theirs.

Written by Erin Jamison
Updated over a week ago

Best practices when deleting a code from QuickBooks Time

Follow these steps to ensure time can still be tracked from our app and stored in QuickBooks Time.

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 QuickBooks Time. Our app reads it back from QuickBooks Time to display in work.

Written by Erin Jamison
Updated over a week ago

Why can't my colleague enter time?

In order to enter time into QuickBooks Time via our app, each user must have an account with an email address that matches in both apps.

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's most likely because the contact hasn't been set up to work with QuickBooks Time.

Written by Erin Jamison
Updated over a week ago

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

Archiving a user in QuickBooks Time can break tracking time for that user in Intuit Practice Management powered by Karbon

Written by Andi Ancheta
Updated over a week ago

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

QuickBooks Time doesn't allow you to directly record time against a client, but you can within Intuit Practice Management powered by Karbon

Written by Ian Vacin
Updated over a week ago

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

Understand what data resides where and how the data moves between Intuit Practice Management, QuickBooks Time and QuickBooks

Written by Ian Vacin
Updated over a week ago

Why are some of my clients not appearing in QuickBooks Time?

Written by Andi Ancheta
Updated over a week ago

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.

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

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.

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

Written by Ian Vacin
Updated over a week ago

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

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.

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.

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

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.

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

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.

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.

Written by Ian Vacin
Updated over a week ago

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

How to create the best experience when integrating with Practice Ignition

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.

Written by Andi Ancheta
Updated over a week ago

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

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

Written by Ian Vacin
Updated over a week ago

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

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.

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.

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.

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.

Written by Erin Jamison
Updated over a week ago

What fields sync with Zapier?

Intuit Practice Management powered by Karbon syncs organization and person contact data fields with Zapier.

Written by Ian Vacin
Updated over a week ago

Linking to HowNow Smart Links

Add HowNow Smart Links to your work items or tasks in Intuit Practice Management powered by Karbon to link to HowNow

Written by Ian Vacin
Updated over a week ago