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 the record you would like to delink.
Hover over the record and click the delink icon on the far right.
Deleting Records
The Liscio-Intuit Practice Management integration does not auto-delete records. If a linked record is archived in Liscio, it will be de-linked from its corresponding record in Intuit Practice Management, but will not be deleted in Intuit Practice Management. If a linked record is deleted in Intuit Practice Management, it will be de-linked from its corresponding record in Liscio, but will not be archived in Liscio.
Disconnecting the Integration
Note: Disconnecting the Intuit Practice Management integration will disable the integration and wipe out all linked information. It should be used with caution.
- Click the ellipses (three dots) in the lower-left corner, then click Admin, then Integrations.
- Under the Karbon, click Disconnect.
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