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Topics started by Steve Wortman

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Steve WortmanRising Star

asked in Ask a Peer

Logo on invoice

My logo is too small on the invoice template. How do I re-size it?

Steve WortmanRising Star

asked in Community Guides

Can we exclude "already billed" fixed fee work from KPI WIP workbook?

The Fixed Fee WIP in KPI includes work items that have already been billed. I’m only interested in seeing items that haven’t been billed. Is there a way to filter the report to include only unbilled? I don’t see that option in the workbook.

Steve WortmanRising Star

asked in Ask a Peer

Lacerte syncing of 2023 returns

A question for the community: I have 2023 Lacerte on Rightworks and have proforma’d my returns. I’ve also tried importing them into Karbon but the link isn’t working yet. I’m a former IPM user and have raised the issue with Karbon support and they’re working with Intuit to see what might be wrong with my syncing.My question is: has anyone yet been able to successfully link their 2023 work items with Lacerte 2023 returns?

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

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?

Steve WortmanRising Star

asked in Ask a Peer

Add expense to budget

I want to add a software fee when building a budget for a work item. Is there a way to do this?

Steve WortmanRising Star

asked in Ask a Peer

QuickBooks backup files

If I send a client request for a client to upload a Quickbooks backup, is there a size limit to the file they can upload?

Steve WortmanRising Star

asked in Community Guides

Open in Lacerte

On the contact detail page under the heading "Lacerte Tax Client" there is a blue "Open in Lacerte" that looks like a link. However when I click on it nothing happens. Is this just informational and not a link?

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Quynh Ngohas earned the badge Topic Starter 5
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