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 Liscio Account and KarbonHQ Account columns. Note: Account names are the same as Organizations in Intuit Practice Management.
The records listed under the Liscio Account column are the ones that already exist in Liscio. The records under the KarbonHQ Account column are the ones that already exist in Intuit Practice Management. Click either heading to sort alphabetically.
The auto-suggest box will suggest similar records to be synced. If you would like to sync those records, hover over the matched pair and click the link icon on the far right.
Related Article: How to Pull a Report
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