QuickBooks Integration: Set Up
Important Note
To Avoid Data Duplication in Liscio for Firms New to Liscio:
- If Liscio Support is importing your Account and Contact data, wait until the import is complete before connecting. Connecting beforehand may cause duplication of data.
- If you are manually adding Accounts and Contacts, refer to the linked guide on importing Accounts from QuickBooks Online (QBO) into Liscio after connecting: QuickBooks Integration: Creating New Records
Connecting to QuickBooks
- 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.
- Records will begin syncing once connected.
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