QuickBooks Integration: Searching and Filtering

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. 

  1. Use the search box to search by record name. This will search names under both the Liscio Account and QuickBooks Customer Name columns.
  2. The records listed under the Liscio Account column are the ones that already exist in Liscio.  The records under the QuickBooks Customer Name column are the ones that already exist in QuickBooks. Click either heading to sort alphabetically. 
  3.  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. 

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