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Replies posted by Steve Wortman

23 Replies

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Sara GoepelKarbon Team

Can Karbon Practice Management shows if an estimate tax payment voucher has been prepared for an individual taxpayer in Lacerte?

Hi @Alvan Chu No, aside from the contact information, return status, e-file and e-signature status, there is no other Lacerte tax information that is brought into Karbon. Would be nice, though!

3 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte syncing of 2023 returns

Hi @Kristine McKee Support helped me with the syncing and it’s now working properly. Thanks!

3 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Thanks @StuartKI 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.

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Hi @StuartK 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?

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Add expense to budget

Hi @SamG I initially wanted to add a User called Expenses but didn’t want to add a paid user, since I’m the only user in my one-person practice. If I can add a free user who never accepts the invite, that would be great. I put in a Feature Request yesterday for the ability to add expenses to a work item budget.Thanks again-

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Add expense to budget

Thanks @SamG As a workaround I’ll add a role for the software expenses with an appropriate rate “per hour” for each and include them as “time” in the budget. I’ll also request the feature.

4 months ago

Lachlan MacindoeKarbon Team

Summarize notes with Karbon AI, download invoices, realization report + more

I love the two billing and payments enhancements. It’s now easy to print and send an invoice through the mail. The realization report was much needed and I’m glad to see it. Thank you!

6336

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

@StuartK Let me also add that I use the Rightworks-hosted version of Lacerte.

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Hi @StuartK I now have the ability to import 2023 returns, but when I imported them yesterday, it seems that nothing happened. I expected to see a report listing the returns that were imported. I have proforma’d 77 individual returns in Lacerte and seem to have the setup complete on the Lacerte side. When I try to link the return in a work item, I get the message there is no return found for this client in the 2023 tax year.

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

@StuartK Good news and I’ll give it a try. Thank you very much!

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Hi @StuartK - Thank you!

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

@StuartK I am a customer that had integration with Lacerte under IPM for returns through 2022. Can you please clarify for me: will I be able to sync 2023 Lacerte returns with Karbon in the same way for the upcoming tax season?

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

@Todd Menahem Lacerte is one of the connected apps in Karbon. My guess is the Karbon and Intuit teams haven’t yet activated the syncing for the 2023 tax year.

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

@Todd Menahem Hi Todd. We had integration for 2022 returns and I would expect to see it again for 2023. Are you sure there’s no integration?

4 months ago

Anonymous

Later, user permissions, profile roles, Client Team custom fields, merge duplicate contacts, bill by colleague rate, and control budgets by amounts

I like the Later option for emails and will try it now! If I can’t deal with an email right away I’ve been putting it into “To Do” but that takes a few steps. This way I can either respond right away or later when it’s more convenient for me.

213623

7 months ago

Steve WortmanRising Star

asked in Ask a Peer

Logo on invoice

Thanks I found another logo that fits the square space and I like it better.

1 month ago

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