Connected Apps

Integrate Karbon with third-party apps and systems to share data and automate your workflows.

Stuart McLeod avatar Lachlan Macindoe avatar Ian Vacin avatar +4
74 articles in this collection
Written by Stuart McLeod, Lachlan Macindoe, Ian Vacin and 4 others
QuickBooks Time

QuickBooks Time to Online bi-directional sync

Use this bi-directional sync to create new contacts in QuickBooks Online from QuickBooks Time when it doesn't exist in QuickBooks Online.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

What is the difference between TSheets and Quickbooks Time?

TSheets has been rebranded and is now Quickbooks Time. No Karbon functionality has been lost or changed as part of this.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why am I getting errors that my time from QuickBooks Time won't be accepted in QuickBooks Online?

An error will appear if the customer:job is not created in QuickBooks Online first.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Can I track my time in seconds?

Today, Karbon supports minutes and hours when tracking time, but not seconds.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why aren't my additional advanced tracking categories appearing in Karbon?

To ensure your advanced tracking categories carry over to Karbon, sync QuickBooks Time within Settings.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How do I get training & support setting up QuickBooks Time?

If looking for direct assistance with QuickBooks Time only, use these resources to get you up and running confidently with QuickBooks Time.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Entering time in Karbon 

Once you have linked to your QuickBooks Time account you can enter time directly into Karbon. Here's how.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Viewing tracked time in Karbon

Once you have linked to your QuickBooks Time account and begun tracking time, you can view this information in Karbon. Here's how.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Setting up custom fields in QuickBooks Time

In order to use QuickBooks Time and Time & Budgets in-conjunction, you will need to install custom fields within QuickBooks Time.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Tracking billable vs. non-billable time

Learn how to setup billable vs. non-billable time using the Karbon + QuickBooks Time integration with Advanced Tracking
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Comparing actual vs. budgeted time

Use Karbon and QuickBooks Time together to track actual and budgeted time and review together on a particular work item.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Syncing time against a client group with QuickBooks Time

A client group is sent to QuickBooks Time as its own code, not against the client group members.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Will changing the contact for a work item in Karbon affect its link to QuickBooks Time?

​If you change a contact for work in Karbon, the QuickBooks Time code will remain linked.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Updating your QuickBooks Time integration settings

Update what gets synced with your QuickBooks Time account from 'Settings'
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How to hide work (jobs) in QuickBooks Time

Are your customer:job lists in QuickBooks Time too long? Use the unassign job feature in QuickBooks Time to reduce the clutter.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why doesn’t time entered on a work item show up on the contact?

In short, time recorded on work and time recorded on contacts is totaled separately
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Will completed work be sent to QuickBooks Time?

No, when you first connect your account to QuickBooks Time we will not send information for completed work.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Are completed work items archived in QuickBooks Time?

Completed Karbon work items are not archived in QuickBooks Time.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Why can't I see time in QuickBooks Time that I entered in Karbon?

If you have tracked time in Karbon but it isn't showing in QuickBooks Time, it's likely that the work item or contact is no longer connected
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

How do I know what is mapped with QuickBooks Time?

See how everything is mapped to QuickBooks Time by exporting synced items.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How is a QuickBooks Time code created from a work item with a long name?

If the work item is longer than 64 characters, the code will include the first part of the work item and a string of other characters.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

What happens if I change a contact or work name in QuickBooks Time?

Changing names in QuickBooks Time will not be reflected in Karbon but they will still be linked together.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why do I need to keep regenerating codes when using QuickBooks Time with Karbon?

Integration with QuickBooks Time requires exact name matches and duplicate names for different types of clients will cause issues.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Best practices when deleting a code from QuickBooks Time

Follow these steps to ensure time can still be tracked from Karbon and stored in QuickBooks Time.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Where is my time data stored?

All time data is stored in and will always be available in QuickBooks Time. Karbon reads it back from QuickBooks Time to display it on work.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why can't my colleague enter time?

In order to enter time into QuickBooks Time via Karbon, each user must have an account with an email address matching their Karbon email.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why can’t I see the time tab on a contact or work item?

If you can't see the time tab on a contact or work, it's most likely because the contact hasn't been set up to work with QuickBooks Time.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Why can't one user track time while others can when using QuickBooks Time?

Archiving a user in QuickBooks Time can break tracking time for that user in Karbon.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why can’t I record time in QuickBooks Time against a contact?

QuickBooks Time doesn't allow you to directly record time against a client, you can do so from within Karbon however.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How does data flow between Karbon, QuickBooks Time, and QuickBooks?

Understand where data resides and how it moves between Karbon, QuickBooks Time and QuickBooks to best setup & maintain your integration.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why are some of my Karbon clients not appearing in QuickBooks Time?

For clients to appear, be sure to assign them to a contact type that is synced with QuickBooks Time.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago
GoProposal

Why can't I find the created work in Karbon when using GoProposal?

Multiple reasons can exist for work not appearing in Karbon that was created through your integration with GoProposal.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

GoProposal shows a list of multiple contacts from Karbon. Which one should I choose?

Multiple instances of a contact may be shown if that contact has multiple representations within Karbon.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

What if I create a new contact in GoProposal for a client that already exists in Karbon?

Karbon does not allow you to overwrite an existing contact.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

When GoProposal creates Karbon work items, what other information is created?

Any information documented in the chosen template will be created in the work item.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

I can't see the "Find a contact from Karbon" in my GoProposal proposals

Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

When does a new contact get created in Karbon when using GoProposal?

Contacts in Karbon can only be created by using the "Add a new contact in Karbon" button within GoProposal.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

When does work get created in Karbon when using GoProposal?

Work in Karbon is created by GoProposal when the proposal is signed, accepted and reflected as won in GoProposal.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Why can't I find a newly added Karbon contact in GoProposal?

Click the "refresh" option in GoProposal to pull the most up-to-date list from Karbon.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Can I map multiple Karbon templates to a single line item in GoProposal?

You can associate multiple work templates to a GoProposal Proposal Type.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Can I update Karbon contacts within GoProposal?

If you would like to update the details for a contact, change the details in Karbon first.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Creating work for an organization with the GoProposal integration

The GoProposal integration allows you to create Karbon work items for an organization, or a person.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Creating work for a person with the GoProposal integration

The GoProposal integration allows you to create Karbon work items for an organization, or a person.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago
Practice Ignition

Best practices setting up Karbon with Practice Ignition

How to create the best experience when integrating Karbon with Practice Ignition
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Create a queue user for new work sent from Practice Ignition

Creating a 'Queue' user is a good way to handle new work sent from Practice Ignition.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How does Karbon link with Practice Ignition and QuickBooks Online?

Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Choosing the default assignee for new work created in Practice Ignition

New work created in Practice Ignition and imported into Karbon will be assigned to a default member of your team.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

How does the data flow from a Practice Ignition proposal to a Karbon work item?

Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Map multiple work templates to a single line item in Practice Ignition

Learn how to map multiple work templates in Karbon to a single item in Practice Ignition
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How can I import changes to my templates into Practice Ignition?

Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

How are contacts linked with the Practice Ignition integration?

Contacts are not currently imported through the integration, but a set of logic determines what client a work item is associated with.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

How to add more contact information from Practice Ignition to Karbon

Add more additional data from Practice Ignition to Karbon by using Zapier.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Can recurring work be created with the Practice Ignition integration?

The Practice Ignition integration does not support the automatic scheduling of recurring work items.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

How does Karbon know whether a Practice Ignition proposal is for an organization or person?

Karbon can either create an organization contact or a person contact when triggered from Practice Ignition.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Why does Practice Ignition create duplicate contacts?

When Karbon is integrated with Practice Ignition, duplicate contacts are being created even though the Client Name matches.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago