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Share Tips & Best Practices

Find and share Karbon tips and tricks, and get inspired by others

196 Discussions
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196 Discussions

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Sherrie MorisonBeginner

asked in Share Tips & Best Practices

How do I reach out to Intuit QuickBooks payroll support number @855-738-2891 for instant support?

You can contact with our QuickBooks payroll support by calling 855-738-2891 and get immediate assistance for all your quickbooks payroll queries.

8 days ago

Katrina NoenchenBeginner

asked in Share Tips & Best Practices

Circular Karbon Workflow

Hi everyone!I am wondering if anyone has has some success with a more circular workflow template style rather than a straight workflow? This may be with regards to which automatons to use?Thank you!

10 days ago

Christy SiskBeginner

asked in Share Tips & Best Practices

Print Client Request Summary

I receive an internal error message when trying to print client request summary. Any suggestions on how to fix this issue?

25 days ago

Danelle AdairBeginner

asked in Share Tips & Best Practices

Billing Statement

Does anyone know how to print a billing statement for a client that has multiple invoices due?

1 month ago

CarlaCaldwellRising Star

posted in Share Tips & Best Practices

Best Practice: How I remind myself of an email

When I send out an email to a client, I typically start the email from a timeline rather than using the global + button in the upper right hand corner to create a new email.One of the main reasons I do that is if I’m expecting a reply or something back from the client, I can change the status of the email to "Waiting" or "Waiting for Client" in the information tray. I can then assign the email to myself, give it a to-do date of the day that I want to follow up with them and then also include a due date (if I've set a due date for the client). This allows me to go into my to-do list and sort my list by status so I can see all the emails where I'm waiting for a client.What do you do to remember emails??

1 month ago

Nadine BoboBeginner

asked in Share Tips & Best Practices

client email crossed

when my client sign into their karbon email to upload to my company another clients name is in there along with hers how can I delete the other client from being in her email?

1 month ago

Ben HutchessonBeginner

asked in Share Tips & Best Practices

Sent items appearing in triage

Hi Our team have starting having their sent emails appear in their triage. This means that when we email a client and then mark the email off our triage list it reappears with the email we sent. How can we fix this? thanks

1 month ago

Grace McKayBeginner

asked in Share Tips & Best Practices

Benefits of tracking time for both work and contacts?

Hi! I just synchronized Karbon with QB Time. As I use QBO for payroll, the integration with QB Time is handy so that staff can stay in one system (Karbon) to track their hours. So far, I have set up the sync to track time against contacts only. I am curious if there is a benefit to setting this option to track time against “Contacts & Work” instead. As background, I have service items set up in QB Time & QBO that largely mirror what I have for “work” items in Karbon and staff already have to select a service item in their timesheet so I am not sure if tracking time to “work” in Karbon is redundant. Does tracking time against “work” in Karbon benefit budgeting and reporting features in Karbon?

1 month ago

Daniela Antlova

asked in Share Tips & Best Practices

Dealing with "for later - reading" type of emails in Karbon

We all get various emails with newsletters, blogs etc., things we may want to put “in a pile” and perhaps read once a week, maybe at the end of each day.I want to set up a way to clear these from Triage but have a nice virtual “pile” to go to when I have my reading time scheduled. I would like that “pile” to be in Karbon rather than in Outlook. Anybody has a smart system for this?I know I can add these to my To Do list but I am not loving the To Do list function, I way prefer the Work Kanban view but that would require me turning these emails into “Work” which does not make much sense. I am guessing I could set up a private client “Reading” and add each such email to this client and then check it through the To do list when I am ready.But if anyone has any other process that they love for themselves for this I would love to hear it. Thanks!

1 month ago

Lachlan MacindoeKarbon Team

published in Share Tips & Best Practices

10 years of Karbon: Celebrating a decade of customer-led innovation

This year we mark the 10th anniversary of Karbon, and we want to take a moment to thank and celebrate you, our incredible customers.Over the past decade, you’ve not only supported and adopted Karbon as a practice management tool within your firms but also played a crucial role in our journey.Your feedback, ideas, and questions have helped us evolve and grow. Testing new features and sharing your insights have been invaluable to our continuous improvement. And that is particularly true of those of you reading this and active in our customer Community.One of the most rewarding aspects of our work is witnessing the success of so many of our customers. We draw inspiration and strength from you all, and your achievements drive us to keep pushing forward.We’ll be celebrating throughout the year and recognizing some of our incredible customers along the way, starting with this video featuring some of you reflecting on what’s changed in your profession over the last decade, and what the future

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2 months ago

Jason GrantRising Star

asked in Share Tips & Best Practices

List view - moving and resizing the columns

in the List view, it would be GREAT to be able to reorder the columns resize themand obviously save the view afterwards. eg below I would make the “Name” column narrower and like to bring Assignee much further to the left.

2 months ago

Zach HolmesBeginner

posted in Share Tips & Best Practices

Script to handle looking up Contacts with a duplicate email in Zapier

Repo https://github.com/ZachHolmesDev/find-karbon-contact-handle-duplicatesThis script is designed to run in Zapier and works as a replacement for the prebuilt find contact zap with additional logic to deal with different clients who use the same emailit sends a request to the Karbon API to fetch a list of contacts using a provided email address.The script will return the first contact in the list from the APIthat matches both the provided first name and last nameExample UsageIn our business we have a number of clients who are couples sharing the same email address, this script helps us automatically create work items in Karbon using a similar method using Zapier for the correct client who books with us on Calendlycreation of Karbon work items can be done via API requests using Zapier's built-in HTTP request functions, Hopefully I can release a tutorial on this in futureHope this helps someoneCheck the README in the repo I shared for setup instructions /** NOTE* putting your auth and

2 months ago

Scott WadmanBeginner

asked in Share Tips & Best Practices

Form to gather new client information

Is there a form for gathering information from prospective clients? Is there a way to do this in Karbon? I would like to send a form to a client as part of the onboarding process. What is the best practice for this, specifically when gathering private information such as SS#/EIN#s?

3 months ago

Stacey BarkerNewcomer

asked in Share Tips & Best Practices

My Week - To plan

What is the trigger in the work item to plan it to This Week, Next Week, or Later in ‘My Week’? I do not want work items going into ‘To plan’. Is it that I have to set due dates for every single task and the overall work item? Is there a specific Automator I have to setup? Thank you!

3 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

Goal:Make collecting information from clients as easy as possibleSteps:Create a questionnaire in Typeform Add hidden fields Publish (You’ll get a URL that looks like this but with your own typeform_key and form_key) https://typeform_key.typeform.com/to/form_key#preferred_name=xxxxx&client_name=xxxxx&work_item=xxxxx&contact_name=xxxxx Add a little HTML link to a Karbon client task. This page may help you understand what’s going on here: https://www.w3schools.com/html/html_links.asp Replace the placeholder “xxxxx” with your the dynamic tags in Karbon (update typeform_key and form_key to your unique values) Add dynamic text between the <a> tags <a href="https://typeform_key.typeform.com/to/form_key# preferred_name=<%preferred_name>& client_name=<%client_name>& work_item=<%work_name>& contact_name=<%contact_name>"> <%client_name>'s <%work_name> Questionnaire</a> Send and

3 months ago

Ian JackRising Star

asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox.

3 months ago

Victoria PetersSr. Community Champion

asked in Share Tips & Best Practices

What Karbon hack have you created that you are most proud of?

I’ll go first - I have created a Hidden, Internal contact for myself (I used my role as the name of the contact since using my name would be problematic)Under this contact I have created several work orders that are not related to clients (internal reporting prep, setting up regular meetings, Newsletter creation...) but are key to me staying on top of my work.The repeating schedule matches the work I have weekly commitments broken down by task, I keep the status updated on each task so even if I get interrupted I will know where I am at on my weekly commitments. Bi-weekly/Monthly/Quarterly are set up so I don’t drop the ball because time flies. I have them set so the tasks populate 1 day before the start date so it is always a current list of tasks. I link emails and notes as they come in but do not have to shift my focus to that work until it’s time to actually work on it. Some are simply ‘parking lots’ for items I don’t want to lose track of One off projects that may have severa

3 months ago

naomi_paulsonSuperstar

asked in Share Tips & Best Practices

Encouraging Staff Adoption of Karbon Software

Hello again,I'm reaching out with a question regarding staff adoption of the Karbon software within accounting firms. We've recently implemented Karbon to streamline our client management processes at our firm. However, I've been faced with a lot of reluctance among our staff to fully embrace the platform.My boss and I have observed that many team members are hesitant to transition from their previous methods of client management (excel spreadsheets, mainly). They see Karbon as more labour-intensive and challenging to navigate. Despite encouragement to explore and familiarize themselves with the software, I'm finding it challenging to motivate them to do so.I'm curious to learn from your experiences.How have other accounting firms successfully encouraged their staff to fully adopt Karbon software? What strategies or incentives have been effective in overcoming initial resistance and fostering enthusiasm for using Karbon? Have you encountered similar hesitancy among your team members, a

3 months ago

naomi_paulsonSuperstar

asked in Share Tips & Best Practices

Encouraging Client's Usage of Karbon Checklist for Document Uploads

Hi everyone!As we are nearly fully transitioned to Karbon, I've started sending out Onboarding checklists to our clients. These checklists help us gather all the necessary information for setting up their profiles in the system and preparing their corporate taxes. However, we've run into an issue where many clients are sending their documents as attachments in reply to the email, instead of uploading them directly to the Karbon Checklist.I'm curious to know how others have tackled this issue and encouraged clients to use the Karbon Checklist for document uploads. Any tips or tricks you've found effective in making this process smoother would be really helpful.

4 months ago

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