What does this integration do?
The Karbon QuickBooks Online Accountants Contact Sync integration synchronizes customer records from QuickBooks Online Accountants to Karbon as Contacts and Organizations - and vice versa. It is a two-way sync. Once synced, it will keep any matched records in QuickBooks Online Accountants updated if changes are made in Karbon.
Will it import all contacts from QuickBooks Online Accountants?
It will skip importing contacts that are missing a business name and a contact name.
How does it keep data up to date?
The integration allows manual data synchronization from the QuickBooks Online Accountants page in Connected Apps and listens for changes to Customers in QuickBooks Online Accountants.
What do I need to be able to set up this integration?
You need admin access to Karbon and QuickBooks Online Accountants.
Does this integration support linking hidden contacts?
No, hidden contacts are effectively 'hidden' from this integration, so it will be unaware of them when trying to match a QuickBooks Online Accountants record with a Karbon record.
Please keep in mind this may result in a customer record in QuickBooks Online Accountants creating a new public contact in Karbon.
Connecting to QuickBooks Online Accountants in Karbon
Can connect my QuickBooks Online Accountants account to multiple Karbon accounts?
No - QuickBooks Online Accountants only allows one instance of the Karbon syncing app per account.
What happens if there is already a contact in Karbon that is similar to a QuickBooks Online Accountants contact
The integration will attempt to connect them if the name and email address match. If only the name or email address matches it will present the option to manually find a connection or create a new account. If neither the name nor email matches, a new contact will be created.
What happens if I delete a contact in QuickBooks Online Accountants?
The synchronization with QuickBooks Online Accountants will break, but the contact is retained in Karbon.
Can I manually force a sync?
Yes, the sync button on the connected app page will initiate a sync of all of the QuickBooks Online Accountants records.
What data will it import into Karbon?
The integration imports the following fields (more on each below):
How is a client match determined?
On import from QuickBooks Online Accountants to Karbon
If there is a name and email match exactly the contact will get automatically matched.
If both the name and email don't match then Karbon will create a new contact.
If there's a partial match (i.e. email matches, the name doesn't / name matches, email doesn't) then Karbon will show the contact in the duplicate resolution screen - allowing users to pick the right match or create a new contact.
Can matches be removed?
Yes from the QuickBooks Online Accountants client list available in the integration settings or from the Organization or Contact details screen, but not in bulk.
Organizations and Individuals
How do we decide if a QuickBooks Online Accountants contact is an Individual or Organization?
The Karbon integration checks the "Display Name" of a QuickBooks Online Accountants contact. If that record matches the "Business Name" of the QuickBooks Online Accountants contact, we treat it as an Organization, otherwise, we treat it as a person.
How do we populate the QuickBooks Online Accountants DisplayName property when the contact is created in Karbon?
QuickBooks Online Accountants requires this field to be unique, so we always attempt to populate it.
For an organization we set DisplayName to the CompanyName. For individuals, we concatenate and present values in the following fields:
e.g. Ms (Title) Jane (GivenName) Smith (FamilyName), or Dr (Title) David (GivenName) Rufus (MiddleName) Jones (FamilyName)
Where none of this data exists for a Karbon contact, we will not attempt to sync the data to QuickBooks Online Accountants
How do addresses in QuickBooks Online Accountants map to Karbon?
Karbon maps the QuickBooks Online Accountants Billing Address to the Karbon Mailing Address, and the QuickBooks Online Accountants Shipping Address to the Karbon Physical Address.
Does all of the address data in QuickBooks Online Accountants get imported into Karbon?
QuickBooks Online Accountants addresses allow up to 5 address lines of 500 characters along with City, Country and Post/Zip code. Addresses in Karbon have a single Lines field of up to 200 characters, along with shorter City, State, Country and Post/Zip code fields.