Intuit Practice Management Integration: Creating New Records
You can create and link new records in Intuit Practice Management or Liscio directly from the Liscio integrations page.
Liscio Accounts are the same as Organizations in Intuit Practice Management.
Liscio Contacts are the same as People in Intuit Practice Management.
Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations.
Under the Karbon integration, click View Details.
Use the search box to find an unmatched record.
Hover over the record and click the Karbon icon or the Liscio icon on the far right.
Click the blue Create in Karbon or Create in Liscio button.
The following information will now be synced:
Accounts: address, phone number, website address
Contacts: title, primary email
If you create a new record in your Intuit Practice Management account, you will need to run a new sync in order to pull that record onto the integrations page in Liscio. Then, you can follow the steps above to create and link that record in Liscio, or you can
sync the Intuit Practice Management record manually
with an existing Liscio account.
Intuit Practice Management Integration: Troubleshooting
Troubleshooting Tips for the Liscio-Intuit Practice Management Integration If you have created a record in Intuit Practice Management, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not ...
Intuit Practice Management Integration: Syncing Records
After you have established your Liscio-Intuit Practice Management connection, you can begin syncing your records. This can be done automatically or manually. Caution - Do not sync Intuit Practice Management before we have your client data ...
Intuit Practice Management Integration: Searching and Filtering
When looking for unmatched Liscio and Intuit Practice Management accounts and contacts, there are a few ways to filter records on the integration page in Liscio. Use the search box to search by record name. This will search names under both the ...
Intuit Practice Management Integration: Set Up
Before you can set up the Intuit Practice Management integration in Liscio, Liscio Support will first need to enable Intuit Practice Management in your Liscio account. Please reach out to email@example.com to have this done. Caution - Do not sync ...
Intuit Practice Management Integration: Delinking/Deleting Records and Disconnecting
Delinking Liscio and Intuit Practice Management Records Click the ellipses (three dots) in the lower-left corner, then click Admin, then Integrations. Under the Intuit Practice Management integration, click View Details. Use the search box to find ...