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



Subscription Plan Limits
Troubleshooting Steps and Actions
What if I use More Contacts than my Plan Permits?
Troubleshooting login issues
With which email clients does the app integrate?
Using the app on a shared computer or client's office
System requirements
Acknowledgements on comments
Information Tray
Sending system information to our support
Connecting your Exchange account
How do I find my Exchange server address?
How do I find my Server Username?
How can I test my Exchange server account information?
Can I use my webmail address as the Exchange server address?
Are you saving my password?
What versions of Exchange are supported
How do I find my Server domain name?
Do I need to be an admin to connect my Exchange email account to the app?
Do changes in my Exchange account get reflected in the app, and vice-versa?