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Which Fields sync when connected to Intuit Practice Management

by Intuit Updated 10 months ago

Intuit Practice Management is now supported by Karbon. For support, see here or reach out to support@karbonhq.com

When you connect your Intuit accounting or tax software with Intuit Practice Management, powered by Karbon, there are some fields that will sync between the two programs, saving you from updating the information twice. This article will help you identify if a field should sync when updated or edited.

What fields sync when using Lacerte or ProConnect?

  • 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 Intuit Practice Management; however, these aren't imported.

What fields sync when using QuickBooks Online Accountant?

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

The Display name as field from QuickBooks Online Accountant doesn't sync to Intuit Practice Management. If the Contact name in Intuit Practice Management is updated this will replace the Display name as field in QuickBooks Online Accountant.

Lacerte TaxProConnect TaxWorkflow Add-On Practice Management

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