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.
Under the QuickBooks integration, click View Details.
Use the search box to find an unmatched record.
Hover over the record and click the QuickBooks icon or the Liscio icon on the far right.
Click the blue Create in QuickBooks or Create in Liscio button.
The Liscio Account and QuickBooks Customer will now be linked.
Note: If you create a new record in QuickBooks or Liscio, 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 QuickBooks record manually with an existing Liscio account.
QuickBooks Integration: Syncing Records
After you have set up your QuickBooks integration, you can begin syncing your records. You should run a new sync any time you create a new Account or Customer and need to link those records. Syncs can be done automatically or manually. Automatic ...
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 ...
Karbon Integration: Creating New Records
You can create and link new records in Karbon or Liscio directly from the Liscio integrations page. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the Karbon integration, click View Details. Use the ...
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 ...