How Contacts sync with Intuit Practice Management

When a contact is created in 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 Intuit Practice Management select the connected programs settings Lacerte, ProConnect Tax, Intuit Platform on the left.
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 Intuit Practice Management as:

• Contact Type of Client unless this is changed in the ProConnect Tax setting in 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 Intuit Practice Management if:

• In TY21, the basic required information has changed for Lacerte:
  • When a contact is added, Lacerte will look to see if there are missing names and whether or not all clients were synced or select clients were selected to synced.
  • If all clients were selected to sync, and there are no missing names, the contact will sync over to Intuit Practice Management.
  • If select clients were selected when setting up the sync in Lacerte, it will 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 Intuit Practice Management.
• In TY19 and 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 come in as a Contact Type of Client unless the Lacerte setting has been changed in 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 QuickBooks Online it will sync to 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.