How Contacts and information sync with Karbon (formerly Intuit Practice Management)

When a contact is created in Karbon (formerly Intuit Practice Management), it'll sync to the connected program if the Contact Type chosen is checked off to sync. To see if a created contact will sync to the connected program:

1. In Karbon (formerly Intuit Practice Management) go to Settings, then Connected Apps and select Lacerte, ProConnect Tax, or Intuit Platform.
2. Edit the Contact Sync Settings.
3. Check to see what contact types are checked off in the Sync Contacts of Type list and if needed, choose which type of contact to sync or not by checking or unchecking the type in the list. If changes are made, select Save before browsing away from the page.
4. Next, go to Contacts.
5. Select the contact to open it and go to the Details tab.
6. In the Details tab, check to see if the Contact Type is a type that will sync, if it is, then the contact will sync to the connected program. If the Contact Type needs to be updated so it'll sync, select Edit in the upper right and change the Contact Type to the appropriate one. If changes are made, select Save before browsing away from Basic Details.

If a contact is created in ProConnect Tax it will sync to Karbon (formerly Intuit Practice Management) as:

• Contact Type of Client unless this is changed in the ProConnect Tax setting in Karbon (formerly Intuit Practice Management).
  • Individual clients will be created as People.
  • Business clients will be created as an Organizations.
• Once the tax return is created, the Work item will automatically be generated and linked to the tax return.

If a contact is created in Lacerte it will sync to Karbon (formerly Intuit Practice Management) if:

• In TY21 the required information for the contact changed for Lacerte:
  • When a contact is added, Lacerte will look to see if there are missing names, duplicates, and whether all clients were synced or select clients were selected to synced.
  • If all clients were selected to sync, and there are no missing names, or duplicates, the contact will sync over to Karbon (formerly Intuit Practice Management).
  • If select clients were selected when setting up the sync in Lacerte, it'll be necessary to go to the Integrations tab each time - select the client in the Unsynced Clients tab, click Next and Begin Sync to sync to Karbon (formerly Intuit Practice Management).
  • The contact will be created as Contact Type of Client unless the Lacerte setting has been changed in Karbon (formerly Intuit Practice Management).
• In TY19/TY20, when basic required information is entered:
  • Individual clients: Taxpayer First Name, Taxpayer Last Name, and Taxpayer Social Security Number.
  • Business clients: Firm Name and Federal Identification Number
• The contact will be created as a Contact Type of Client unless the Lacerte setting has been changed in Karbon (formerly Intuit Practice Management).
• Individual clients will be created as People.
• Business clients will be created as an Organizations.
• The tax Work item will automatically be generated and linked to the tax return.

• If the contact is created in Intuit Accountant Suite (IAS) it will sync to Karbon (formerly Intuit Practice Management) as a Contact Type of Client.
• Individual clients will be created as People.
• Business clients will be created as an Organizations.
• Clients created under Sales>Customers>New Customer that have a Company name entered when created will be created as an Organizations.

• Taxpayer/Entity Name (Spouse's information won't sync)
• Street address
• Apartment number
• City
• State
• ZIP code
• Email address
• Return Status
• E-file status
• eSignature status
• Phone number for business modules:
  • Telephone number
• Phone numbers for individual modules:
  • Home telephone
  • Work telephone
  • Work Extension
  • Mobile number

Return, E-file and eSignature statuses will appear on the tax work item's Tax Return tab. Social Security/Federal Identification numbers are necessary for a client to sync with Karbon (formerly Intuit Practice Management); however, these aren't imported.

• Customer/Entity Name
• Street address
• City
• State
• ZIP code
• Telephone number
  • Mobile number
  • Home telephone
• Email address

The Display name as field from Intuit Accountant Suite (IAS) doesn't sync to Karbon (formerly Intuit Practice Management). If the Contact name in Karbon (formerly Intuit Practice Management) is updated this will replace the Display name as field in Intuit Accountant Suite (IAS).