Question

Drag and Drop from Karbon to Quickbooks Online

  • 22 March 2022
  • 2 replies
  • 25 views

Userlevel 3
Badge +3

I am trying to Drag and W9 from a Triage email into Quickbooks to attach to a vendor but nothing happens.  Is this not possible or is there a certain way to to this?


2 replies

Userlevel 5
Badge +5

@Dan Yamamoto, I do like this option, as it would be wayyyy faster to drag and drop directly to QBO in this instance, good idea!   

If you could just drag the PDF from Karbon, see how that would be more useful, as in your bill . com case… there are work arounds, but your suggestion would increase efficiency in a few situations. 

Userlevel 7
Badge +19

Put it in as a feature idea and I’ll vote for it. 😀

Reply