Intuit Practice Management Help Center
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General topics
General topics
Questions and answers that cover elements across all sections of Intuit Practice Management.
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46 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.
Written by
Jason Arends
Updated over a week ago
Troubleshooting Steps and Actions
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
Main Menu
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