Recent Articles
QuickBooks Integration: Set Up
Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the QuickBooks integration, click Connect. Enter your QuickBooks login information. In order to collect payments through Liscio, you will also need to add ...
QuickBooks Integration: Troubleshooting
Troubleshooting Tips for the Lisio-QuickBooks Integration If you have created a Customer in QuickBooks, ensure you have run a new sync to bring the record onto the Liscio integrations page. If you create a new Account in Liscio with the status of ...
QuickBooks Integration: Searching and Filtering
When looking for unmatched Liscio and QuickBooks records, there are a few ways to filter records on the QuickBooks integration page in Liscio. Use the search box to search by record name. This will search names under both the Liscio Account and ...
QuickBooks Integration: Delinking/Deleting Records and Disconnecting
Delinking Liscio and QuickBooks Records Click the ellipses (three dots) in the lower-left corer, then click Admin, then Integrations. Under the QuickBooks integration, click View Details. Use the search box to find the record you would like to ...
QuickBooks Integration: Creating New Records
You can create and link new records in QuickBooks or Liscio directly from the Liscio integrations page. In Liscio, only Firm Admins have this ability. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the ...