Important Note:
To avoid data duplication for firms new to Liscio, if Liscio Support is importing your Account and Contact data, wait until the import is complete before connecting to QuickBooks. Connecting beforehand may cause duplication.
Connecting to QuickBooks
Select the ellipses (three dots) in the vertical left-hand menu.
Select Admin, then Integrations.
Under the QuickBooks integration, select Connect.
Enter your QuickBooks login information.
Records will begin syncing once connected.
Disconnecting the Integration
Note: Disconnecting the QuickBooks integration will disable the connection and remove all linked information. Use this action with caution.
Select the ellipses (three dots) in the vertical left-hand menu.
Select Admin, then Integrations.
Under the QuickBooks integration, select Disconnect