General topics

Questions and answers that cover elements across all sections of Intuit Practice Management.

Ian Vacin avatar Andi Ancheta avatar Erin Jamison avatar +1
47 articles in this collection
Written by Ian Vacin, Andi Ancheta, Erin Jamison and 1 other

Subscription Plan Limits

Each of the subscription plans has certain limits, use these tips if you need to take action to return below those limits.
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Written by Jason Arends
Updated over a week ago

Troubleshooting Steps and Actions

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Written by Jason Arends
Updated over a week ago

What if I use More Contacts than my Plan Permits?

When you have too many contacts and are on the Team plan, certain functionality is lost until you reduce contacts.
Jason Arends avatar
Written by Jason Arends
Updated over a week ago

Troubleshooting login issues

If you are having issues accessing your account, there are a few steps to troubleshoot some common causes.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

With which email clients does the app integrate?

We integrate with Gmail, most Office 365 plans and Microsoft Exchange.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Using the app on a shared computer or client's office

Because you log in through your email provider, there are a few best practices you need to consider to keep your account secure.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

System requirements

This article covers the system requirements and supported browsers for Intuit Practice Management, powered by Karbon
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Written by Andi Ancheta
Updated over a week ago

Acknowledgements on comments

You can give a comment a 'thumbs up' as a way of acknowledging that you have read it, or agree with what your colleague has written.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Information Tray

The Information Tray outlines extra details about an email, note or task.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Sending system information to our support

If you are having an issue, sending us your system information will help us solve your problem faster.
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Written by Andi Ancheta
Updated over a week ago
Exchange users

Connecting your Exchange account

You can connect a Microsoft Exchange-based email account by following this step-by-step guide.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How do I find my Exchange server address?

To help you locate your Microsoft exchange server address, look for the program you currently use to access your email.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How do I find my Server Username?

The easiest way to identify your Server Username is on the lock screen of your computer.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How can I test my Exchange server account information?

To test whether or not you have the correct Exchange server address and accounting information, try the following process.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Can I use my webmail address as the Exchange server address?

No. The webmail URL address you use to access your email via an internet browser is not the same as your Exchange server address.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Are you saving my password?

Yes. When you login in using Exchange we do currently save your password. Your password is encrypted when we save it.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

What versions of Exchange are supported

Microsoft Exchange 2010 or later are supported
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How do I find my Server domain name?

The "Domain" property helps identify the computer network hosting your Exchange email account.
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Written by Erin Jamison
Updated over a week ago

Do I need to be an admin to connect my Exchange email account to the app?

No. You don't need to be an administrator to connect the app to your Exchange email account.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Do changes in my Exchange account get reflected in the app, and vice-versa?

Do changes in my Exchange account get reflected in Intuit Practice Management powered by Karbon?
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago