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: Viewing Stripe Account Details.
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. Caution - Do not sync Karbon before we have your client data ...
Intuit Practice Management Integration: Set Up
Before you can set up the Intuit Practice Management integration in Liscio, Liscio Support will first need to enable Intuit Practice Management in your Liscio account. Please reach out to email@example.com to have this done. Caution - Do not sync ...
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 ...
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 ...