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.
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.
Disconnecting the Integration
Note: Disconnecting the QuickBooks integration will disable the integration and wipe out all linked information. It should be used with caution.
Click the ellipses (three dots) in the lower-left corner, then click Admin, then Integrations.
Under the QuickBooks integration, click Disconnect.