Integrations
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 support@liscio.me to have this done. Caution - Do not sync ...
Intuit Practice Management Integration: Searching and Filtering
When looking for unmatched Liscio and Intuit Practice Management accounts and contacts, there are a few ways to filter records on the integration page in Liscio. Use the search box to search by record name. This will search names under both the ...
Intuit Practice Management Integration: How to Pull a Report
The report will contain the following information: Liscio Contact Name Liscio Contact Title Liscio Contact Primary Email Intuit Practice Management Contact name Intuit Practice Management Contact Title Intuit Practice Management Contact Primary ...
Intuit Practice Management Integration: Syncing Records
After you have established your Liscio-Intuit Practice Management connection, you can begin syncing your records. This can be done automatically or manually. Caution - Do not sync Intuit Practice Management before we have your client data ...
Intuit Practice Management Integration: Delinking/Deleting Records and Disconnecting
Delinking Liscio and Intuit Practice Management Records Click the ellipses (three dots) in the lower-left corner, then click Admin, then Integrations. Under the Intuit Practice Management integration, click View Details. Use the search box to find ...
Intuit Practice Management Integration: Creating New Records
You can create and link new records in Intuit Practice Management or Liscio directly from the Liscio integrations page. Liscio Accounts are the same as Organizations in Intuit Practice Management. Liscio Contacts are the same as People in Intuit ...
Intuit Practice Management Integration: Troubleshooting
Troubleshooting Tips for the Liscio-Intuit Practice Management Integration If you have created a record in Intuit Practice Management, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not ...
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 ...
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 ...
QuickBooks Integration: Delinking/Deleting Records and Disconnecting
Delinking Liscio and QuickBooks Records Click the ellipses (three dots) in the lower-left corer, then click Admin, then Integrations. Under the QuickBooks integration, click View Details. Use the search box to find the record you would like to ...
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: 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 ...
How to Add a Virtual Meeting to Your Google or Outlook Calendar (Zapier)
After you have created a Virtual Meeting task in Liscio, you can add the event to you Outlook or Google Calendar using Zapier. To Create an Outlook Event: Click Make a Zap. In the Trigger App module, type to search Zoom. Under Trigger Event, ...
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 support@liscio.me to have this done. Caution - Do not sync Karbon before we have your client data ...
Karbon Integration: Troubleshooting
Troubleshooting Tips for the Lisio-Karbon Integration If you have created a record in Karbon, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not automatically create your Karbon records in ...
Karbon Integration: How to Pull a Report
The report will contain the following information: Liscio Contact Name Liscio Contact Title Liscio Contact Primary Email Karbon Contact name Karbon Contact Title Karbon Contact Primary Email Smart Sort Key: This is the criteria our software uses to ...
Karbon Integration: Searching and Filtering
When looking for unmatched Liscio and Karbon accounts and contacts, there are a few ways to filter records on the Karbon integration page in Liscio. Use the search box to search by record name. This will search names under both the Liscio Account ...
Karbon Integration: Creating New Records
You can create and link new records in Karbon or Liscio directly from the Liscio integrations page. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the Karbon integration, click View Details. Use the ...
Karbon Integration: Delinking/Deleting Records and Disconnecting
Delinking Liscio and Karbon Records Click the ellipses (three dots) in the lower-left corner, 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 ...
Karbon Integration: Syncing Records
After you have established your Liscio-Karbon connection, you can begin syncing your records. This can be done automatically or manually. Caution - Do not sync Karbon before we have your client data uploaded. This will cause duplicates. Automatic ...
SmartVault Integration
With the SmartVault Integration you can: Connect SmartVault to Liscio Attach SmartVault files directly to Messages, Tasks, and eDocs in Liscio How to Connect SmartVault to Liscio: 1. Locate your profile on the lower-left corner of your ...
Liscio for Outlook Troubleshooting
Liscio for Outlook Troubleshooting 1. If you are on the Outlook Desktop App using terminal server / hosting environments and having issues, please contact Liscio Support. Note: The integration works best with modern technology. Please use Outlook ...
Google Drive Integration
With the Google Drive integration you can: Connect Google Drive to Liscio Attach Google Drive files directly to Messages, Tasks, and eDocs in Liscio Note: Google Proprietary file types (i.e. Google Docs, Sheets, Slides, etc.) are not supported at ...
Liscio for Outlook
Liscio integrates with Outlook! With Liscio for Outlook, you can save time by: Responding to emails via Liscio. Turning an email into a task for your client, yourself, or your team. Sending a Zoom meeting invite from an email. Creating an internal ...
Microsoft OneDrive Integration
With the OneDrive integration you can: Connect Microsoft OneDrive to Liscio Attach OneDrive files directly to Messages, Tasks, and eDocs in Liscio *Download the attached guide at the bottom of the article for more details* How to Connect Microsoft ...
How to Set Up Zoom Integration
1. Log into Liscio. 2. Click on your name in the bottom left corner (your profile picture). 3. Click Third-party Apps at the top of the page. 4. Click Connect under Zoom 5. If you are not already signed into Zoom, you will be prompted to sign in. ...