Oct 16, 2023

This release makes it easy to import invoices into QuickBooks Online or Xero, adds the ability to accept card payments from Australian clients, and gives KPI customers one-click credential access.

Improvements to invoice exports

If you use Quickbooks Online or Xero for your invoicing, you can export your invoices produced through the Billing & Payments beta program and import them into your general ledger.

The presentation of these invoice exports has been improved so that you can import them cleanly, reducing the need to make any further adjustments.

Australian card payments added to Billing & Payments beta

Card payments are now available in Australia as part of the Billing & Payments beta program. Australian clients can pay using their credit or debit card for invoices sent through Karbon.

View your KPI credentials

You can now access your Karbon Practice Intelligence credentials within Karbon, which saves you time when setting up a new workbook. From the Intelligence tab in Karbon, you’ll see a new option to view Intelligence Credentials. Open that to view and copy your Locator, Region, Username and Password.

If you don’t have Karbon Practice Intelligence enabled for your firm, learn more here.