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Home   Help for Accountants   Productivity Tools   Intuit Practice Management  
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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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Employee
01/13/11 12:19pm PST
Viewed by asker 01/19/11 11:38am PST

Your Feedback's Requested on Client Information Integration (Outlook, etc.)!

Hello!

I'm a product manager on the Practice Management team and am currently exploring the possibility of synchronizing Practice Management with Outlook and Lacerte scheduling. I'm not limiting the scope of this project to this and am also curious what other types of client information/appointment integration you are interested in.

If you'd like to share your thoughts with me, please reply to this thread with your thoughts or send an email to practicemanagement@intuit.com. Don't forget to include your phone number for any follow-up discussions (you can email it or have it on your live community profile).

Look forward to chatting with you!

Sreetham

Product Manager

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01/19/11 7:03am PST

I would like to see some integration with GoogleApps (google mail, calendar, contacts).

Joyce M. Washington, Consultant
Common Cents Outsourcing
Email: joyce@thecommoncents.com
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01/20/11 7:37am PST
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When a phone call comes in there needs to be a quicker way to stop the clock on what you are doing, flip over to start the clock on the client that is calling in and post the phone call/note immediately to that client.  A plus would be a quick method to switch back and start the clock again on the project you were working on.

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