QuickBooks Integration: Set Up
- Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations.
- Under the QuickBooks integration, click Connect.
- Enter your QuickBooks login information.
- In order to collect payments through Liscio, you will also need to add your payout information to the Stripe integration. Please visit this article to learn how: How to View Stripe Details for Invoice Tasks
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 ...
Karbon Integration: Set Up
Before you can set up the Karbon integration in Liscio, Liscio Support will first need to enable Karbon in your Liscio account. Please reach out to firstname.lastname@example.org to have this done. To Set Up the Karbon Integration: 1. Log in to your Karbon ...
How to View Stripe Details For Invoice Tasks
Only Admins have the ability to view these details. If you are not an Admin, you will not see the Admin option in Step 2. Step-by-step: To view payment made to you in an Invoice task: Click the ellipses (three dots) in the lower-left corner, ...
How to Create an Invoice Task
The Invoice Task allows you to easily bill your clients via Liscio, whether you create a new invoice or pull one from QBO! Your clients can easily and securely pay their invoices via email, browser, or the Liscio Mobile App. And the best part is, ...
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 ...