Topics started by Nick Fair

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Nick FairBeginner
asked in Ask a Peer

Karbon Implementation

Hi Everyone - we are about to being our Karbon implementation and have been discussing how Karbon integrates with QBO for time and billing purposes. Our thought was to track and input time in Karbon then use the QB time integration to be able to actually do our billing in QBO.  We are wondering if this is currently the best approach and if there are any best practices or pitfalls we should avoid here? We don’t necessarily bill according to the time but do track time on a project basis and plan to continue that in Karbon.  We are a tax heavy firm but also have a lot of fixed fee monthly or quarterly billing. All our other accounting for our firm is already being done in QBO. We also use Ignition for proposals but may not use that integration at first.  We were also curious of any overall tips or potential things to avoid as we work through out implementation to avoid any headaches down the road.  Any insight would be appreciated, thanks! 

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Tim Charles
Rising Star
6 months ago

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