When you create a Customer in QuickBooks, you must run a new sync to bring the record onto the Liscio Integrations page.
Understanding Sync Behavior
If you create a new Account in Liscio with the status of Prospect, a corresponding Customer will not be automatically created in QuickBooks.
The Account status must be "Client" for the sync to create a corresponding Customer in QuickBooks.
Running a sync does NOT automatically:
Import all QuickBooks Customers into Liscio
Export all Liscio records into QuickBooks
To sync records manually, follow the steps in this article.
Editing Records
Liscio and QuickBooks have a one-way auto-sync relationship. If you need to edit a record, it is best to do so in Liscio to ensure consistency.
Finding Unmatched Records
Unmatched QuickBooks records appear after all matched records and unmatched Liscio records on the Integrations page.
To quickly locate unmatched QuickBooks records:
Skip to the last pages of the integrations list.
Click the QuickBooks column heading to sort unmatched records to the top.