General topics | Intuit Practice Management Help Center

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.

Written by Jason Arends
Updated over a week ago

Troubleshooting Steps and Actions

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.

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.

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.

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.

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

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.

Written by Ian Vacin
Updated over a week ago

Information Tray

The Information Tray outlines extra details about an email, note or task.

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.

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.

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.

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.

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.

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.

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.

Written by Erin Jamison
Updated over a week ago

What versions of Exchange are supported

Microsoft Exchange 2010 or later are supported

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.

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.

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?

Written by Ian Vacin
Updated over a week ago

Office 365 users

Connecting your Microsoft Office 365 account

Get up and running quickly by easily connecting your Microsoft Office 365 account with Intuit Practice Management powered by Karbon.

Written by Ian Vacin
Updated over a week ago

I am told I need admin approval when connecting my Office 365 account.

Office 365 users may require an administrator to grant them access to connect Intuit Practice Management powered by Karbon to Office365.

Written by Andi Ancheta
Updated over a week ago

Gmail

Connecting your Gmail account

Easily connect your Gmail account in just a few short steps.

Written by Ian Vacin
Updated over a week ago

Search

Global Search

The global search function lets you search for a particular Contact, Work, Email or Note.

Written by Andi Ancheta
Updated over a week ago

Searching for emails

You can search across all your emails, including sent emails, from the Global Search function.

Written by Andi Ancheta
Updated over a week ago

Searching for Notes

You can search for notes across all Work, Clients and emails that you have access to from the Global Search function.

Written by Andi Ancheta
Updated over a week ago

Where can I find my sent emails?

You can find any sent email by visiting your 'sent' folder or by searching using the Global Search function.

Written by Ian Vacin
Updated over a week ago

Filtering Search Results

Search across your contacts, work and email. You can filter the results you see by selecting All, Contacts, Work, Email, or Notes.

Written by Ian Vacin
Updated over a week ago

Searching in a Contact & Work Timeline

Search for emails or notes within a Work or Contact Timeline

Written by Ian Vacin
Updated over a week ago

Why can’t I see the main menu?

When you are using a computer screen (generally a laptop size and larger), the main menu is ‘pinned’ and always on display.

Written by Ian Vacin
Updated over a week ago

Emails

What's the best way to use the app when more than one team member is on an email?

Our app provides you with tools to make sure you don't do things that another team member has already done.

Written by Andi Ancheta
Updated over a week ago

Changing your email account

Steps to change the email address you use and move your work and to-dos to your new account.

Written by Andi Ancheta
Updated over a week ago

Does the app have multi-factor authentication?

Intuit Practice Management powered by Karbon does not have multi factor authentication

Written by Andi Ancheta
Updated over a week ago

Copying and pasting without formatting

Copying and pasting from one area to another may not keep the same format. Consider pasting without formatting.

Written by Andi Ancheta
Updated over a week ago

Notes

Mention a colleague

Mentioning a colleague in a note or comment will notify them without having to assign the item to them.

Written by Ian Vacin
Updated over a week ago

Add a note

You can add notes quickly from timelines or from the global add menu. Here's how.

Written by Andi Ancheta
Updated over a week ago

What is a note?

A note is a conversation you hold internally within your company. Unlike an email, it is viewed only by members of your team.

Written by Ian Vacin
Updated over a week ago

Adding a title to a note

Titles can be added to a note to give context to what is being discussed.

Written by Andi Ancheta
Updated over a week ago

How do I add a link from a note?

How to to add a clickable link to a note in Intuit Practice Management powered by Karbon.

Written by Andi Ancheta
Updated over a week ago

Commenting on notes

Comment on a note to bring team members into a conversation, and communicate about the work or client that is being discussed.

Written by Erin Jamison
Updated over a week ago

Notifications of updates or comments on a note

Users receive a Triage notification when a new comment is added to a note they are involved with.

Written by Ian Vacin
Updated over a week ago

How do I get notified when there is a comment on a note?

If you are part of a comment conversation on a note, you'll be notified in your Triage.

Written by Ian Vacin
Updated over a week ago

Documents

Can I attach a document to an outgoing email?

Yes, you can attach files to emails composed in Intuit Practice Management powered by Karbon, just like any other email program.

Written by Andi Ancheta
Updated over a week ago

Is there a maximum amount of documents I can attach to an email?

No, there is no limit to the number of documents you can attach to a single email.

Written by Andi Ancheta
Updated over a week ago

Is there a limit to the size of files I can attach to an email?

The combined total of any files you attach to an email must not exceed 25 MB.

Written by Andi Ancheta
Updated over a week ago

What file formats can I use?

Intuit Practice Management powered by Karbon allows all file types except for a select backlist that pose a security threat.

Written by Ian Vacin
Updated over a week ago

Calendar

Does the app manage calendar invites?

At the moment, the app doesn't manage calendar invites. Here's how to manage them with Google or Outlook Calendars.

Written by Ian Vacin
Updated over a week ago