QuickBooks Integration: Delinking/Deleting Records and Disconnecting

QuickBooks Integration: Delinking/Deleting Records and Disconnecting

Delinking Liscio and QuickBooks Records

  1. Click the ellipses (three dots) in the lower-left corer, then click Admin, then Integrations.

  2. Under the QuickBooks integration, click View Details.

  3. Use the search box to find the record you would like to delink.

  4. Hover over the record and click the delink icon on the far right. 




Deleting Records

The Liscio-QuickBooks integration does not auto-delete records. If a linked record is archived in Liscio, it will be de-linked from its corresponding record in QuickBooks, but will not be deleted in QuickBooks. If a linked record is deleted in QuickBooks, it will be de-linked from its corresponding record in Liscio, but will not be archived in Liscio.

Disconnecting the Integration

Note: Disconnecting the QuickBooks integration will disable the integration and wipe out all linked information.  It should be used with caution.  
  1. Click the ellipses (three dots) in the lower-left corner, then click Admin, then Integrations.
  2. Under the QuickBooks integration, click Disconnect



    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Karbon Integration: Delinking/Deleting Records and Disconnecting

        Delinking Liscio and Karbon Records Click the ellipses (three dots) in the lower-left corer, then click Admin, then Integrations. Under the Karbon integration, click View Details. Use the search box to find the record you would like to delink. Hover ...
      • 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: 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 ...
      • 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: 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 ...