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Troubleshooting Tips for the QuickBooks Integration
Troubleshooting Tips for the QuickBooks Integration
Liscio Support avatar
Written by Liscio Support
Updated over a month ago

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.

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