Replies posted by Kjeske

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max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
posted in Share Tips & Best Practices

Best Practice for Karbon to QBT to QBO time and billing

Great question. Sounds like you have put some strong effort into planning your transition.I use Xero, but a lot of the syncing structure is the same. I only sync Xero contacts with Karbon and sync Karbon contacts and work with QuickBooks Time. I like this cause it allows us to track time allocated to each work item. Separate classing of contact in Karbon is important (as you have done) since the sync setting in Karbon allow you to toggle which contacts to sync with QuickBooks Time.To handle individual returns, I create only one one contact per couple in Xero and invoice that main contact. We can also add a secondary contact to make sure both spouses receive the invoice notification. Added to the invoice are 2 Individual tax return items (1 for each spouse), which allows me to track the number of individual return sales in Xero.Organizations are handled by tracking time per work item and then each work item is invoice together as separate items on a single invoice.We have been using thi

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Kjeske
Beginner
2 years ago

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