To ensure that you can connect to both Practice Ignition and QuickBooks Online establish your connection between Practice Ignition to QuickBooks Online first. You can then connect Practice Ignition to Karbon using the steps found in our integration setup guide.
The integration between Practice Ignition and QuickBooks Online will enable the accounting to take place accordingly.
Using Zapier to keep contact records up-to-date
If you need to update your contacts in Karbon or QuickBooks from Practice Ignition, you can connect the apps using Zapier, which will ensure contact records remain up-to-date across all systems.
If you are familiar with Zapier, you can create some zaps to ensure your contact information is synced across integrated platforms. Here is a recorded webinar we did on Zapier that may help you.