February 26, 2025

To see this integration and its benefits to your firm, register for a live demo webinar.

What’s available in this integration?

• Two-way contact sync: Import client details from QBOA to Karbon, or push Karbon contact information to QBOA to ensure client data accuracy in both systems without manual data entry.

• Automatic one-way invoice sync: Create and send invoices in Karbon and see these invoices synced instantaneously to QBOA. 

• Automatic two-way payment sync: Collect payments with Karbon and have payment information synced in seconds on Karbon invoices in QBOA. Or, record payments in QBOA and sync those details automatically to Karbon. 

• Built-in error management: Automatic, in-app alerts that pinpoint syncing errors for you to resolve, so you can keep things moving forward.

How does this integration benefit your firm?

• Eliminate manual data entry: Auto-sync contacts, invoices, and payments to save hours manually entering and maintaining information in both systems.

• Bill in context: Bill in Karbon to gain the context of work scope, time spent, budgets, utilization, and realization while enjoying the robust capabilities of QBOA as a general ledger.

• Make data-backed decisions: When you bill in context, you can answer critical questions like “Who’s my most profitable client/employee and what are my most profitable services?” and make informed decisions about pricing, compensation, or service expansion.

Follow the instructions in the support center to get started.

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.