I’m setting up Lacerte 2023 and it still has integration with Intuit Practice Management” not Karbon. Is this just a failure by Intuit to change the name and can I proceed with it?
Best answer by Steve Wortman
View originalI’m setting up Lacerte 2023 and it still has integration with Intuit Practice Management” not Karbon. Is this just a failure by Intuit to change the name and can I proceed with it?
Best answer by Steve Wortman
View originalI use Lacerte as well Steve. I do not believe there is an integration with Lacerte.
Hi all,
The Lacerte integration previously available under Intuit Practice Management (IPM) is not available in Karbon - though customers who had set it up under IPM can continue to use it for the foreseeable future.
We do have an integration with ProConnect available to all customers, though at present you’ll need to raise a support ticket to have this activated.
Hi
Hi again
Hi
Hi
The import/sync with Lacerte still doesn’t work for me and I’m thinking of dropping the Lacerte sync in favor of syncing with QBO so I can at least sync my contacts. I export invoices from Karbon billing to QBO anyway, so this may be a good choice. I see in connected apps we can’t connect with QBO and Lacerte. It’s one or the other. Your thoughts?
Apologies I missed your earlier messages
The short story being Lacerte/ProConnect or QBOA is that some Intuit accounts share the same bit pool of client data - we only allow one connection as we can’t be certain which would be the authoritative source and updates could inadvertently overwrite data in Karbon.
The support team will also be able to organise disconnecting Lacerte, enabling you to connect to QBOA if you’d like to go this way. A few firms who do more than just Tax work have been in a similar situation and asked to switch.
Thanks
I understand the sync is working for some users and not for others. Karbon support has been working with me on this for a while now, and the problem is with the Intuit side. I’m leaning towards the QBOA connection instead, which might be more useful for my practice.
Thanks again.
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