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Intuit Practice Management

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Getting Started with Intuit Practice Management

Work efficiently, collaborate with staff, and deliver exceptional client ex...

Idea Exchange: Getting Started Guide

Do you have ideas? We want to hear them! You can share ideas or feedback ab...

Intuit Practice Management App

Did you know that Intuit Practice Management has a free App? Keep in the kn...

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Tailored Disable/Enable Permissions

We need more tailored permissions. We need a way to disable colleagues from reassigning their own work items to other employees, so they don't have to do their ... read more

Angie New Member

Integration Other

posted Jul 20, 2021

Last activity Jul 20, 2021

0 0
Tailored Permissions

We need a way to disable colleagues from reassigning work items to other co-workers. They pass their work on to other people to not do their own work. Please ad... read more

Angie New Member

Integration Other

posted Jul 20, 2021

Last activity Jul 20, 2021

0 0
Calendar

Have a calendar that allows for meetings, reminders, and the syncing of appointments from Lacerte's Appointment Manager calendar.This idea was submitted on beha... read more

Kathi_at_Intuit Employee

Integration Other

posted Apr 28, 2021

Last activity Jul 16, 2021 by AnneWall

10 2
Internal Comments on Client Tasks and other updates for Intuit Pract...

Two highly-requested updates have been released to Karbon: internal comments on Client Tasks, and the ability to add a note to multiple timelines. Internal comm... read more

Kathi_at_Intuit Employee

Release Notes

posted Jul 15, 2021

Last activity Jul 15, 2021

0 0
Deeper/More Metrics in Insights

Along with voting on one previous suggestion for a more flexible date range in insights I have further suggestions. Please consider adding deeper metrics to you... read more

Ylonda_Intuit Employee

Other

posted Jul 13, 2021

Last activity Jul 13, 2021

0 0
How do I create a template in IPM

How do I create a template?

kmjohnsoncpa Level 1

Intuit Practice Management

posted Jun 21, 2021

Last activity Jul 2, 2021 by Kathi_at_Intuit

0 1
Add the ability to link a Contact's Work to multiple Client Groups

For Intuit Practice Management, the functionality right now isif a contact is a member of more than one client group, that contact's work can only ever be linke... read more

Kathi_at_Intuit Employee

Work

posted Jul 2, 2021

Last activity Jul 2, 2021

1 0
Sync the Suffix to Intuit Practice Management

Would like to have the Suffix, Jr, Sr, III etc. sync to Intuit Practice Management. This idea was submitted on behalf of an Intuit Practice Management cust... read more

Kathi_at_Intuit Employee

Integration

posted Jul 2, 2021

Last activity Jul 2, 2021

2 0
Integrate with SmartVault Software

Sync Intuit Practice Management with Smartvault software so that when client's upload to Smartvault, the documents will go directly into the work.

emily_hindscpa New Member

Integration

posted May 20, 2021

Last activity Jul 1, 2021 by Tbetts94

1 1
A client is syncing to ProConnect and TSheets/QBT fine. I cant get t...

Client has two companies, "COMPANY" and "COMPANY X", but only the first will sync to IPM. Both sync across TSheets/QBT and ProConnect but I cant get COMPANY X t... read more

SAG1 Level 1

Intuit Practice Management

posted Jun 29, 2021

Last activity Jun 29, 2021

0 0
how to completely onboard my practice from enterprize to quickbooks ...

Good DayI'm trying to move my practice completely online. my plan is to encourage new clients to have quickbooks online and just support those who already have ... read more

Dage7 Level 1

Intuit Practice Management

posted Jun 18, 2021

Last activity Jun 18, 2021 by qbteachmt

0 1
Rename Menu items

It would be nice if I could rename the menu items on the left side panel. In triage, I would rename "cleared", to say "Archive". That way it would match what I ... read more

DanielB New Member

Navigation

posted Jun 17, 2021

Last activity Jun 17, 2021

1 0
trouble accessing and accepting qbo invitation

I keep getting an error message when accepting a QBO invitation as an accountant. There is an error message and trouble accessing. I have called Tech Support - ... read more

lucindalintz Level 1

Other

posted Jun 16, 2021

Last activity Jun 16, 2021 by qbteachmt

0 1
Insights date range should be customizable or open ended

The Date range filtering within Insights should be customizable or be able to be run on a selectable start and end date.So far there is only functionality for i... read more

RK BALaw New Member

Integration Navigation Other

posted Jun 16, 2021

Last activity Jun 16, 2021

1 0
new contact

We use Lacerte Tax and Smart Vault. It was my understanding that if you create a new contact in Lacerte, then import the contact to Smart Vault and a new contac... read more

JBarnesTX Level 1

Intuit Practice Management Lacerte Tax

posted Jun 16, 2021

Last activity Jun 16, 2021

0 0