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I'm already syncing transactions of my Lili account via QuickBooks. How do I upgrade to the new 'Push' integration directly from Lili?

Here are the steps to upgrade from transactions sync via QuickBooks to the new 'Push' integration directly from Lili:

  1. Connect Lili to QuickBooks (via "Integrations & Offers" on the main menu --> "Finance & Accounting Tools").
    We'll create dedicated accounts in QuickBooks for your Lili account, sub-accounts, buckets, external cards, and the BusinessBuild card.
     
  2. Check QuickBooks. Confirm the new Lili-created accounts appear in your chart of accounts. These are separate from your current bank feed accounts.
     
  3. Remove your old Lili bank feed in QuickBooks, not the new Lili accounts you just created. This prevents duplicate transactions.
     
  4. You're all set. Lili will automatically sync this year's transactions — including categories, notes, and receipts. New transactions and edits update every few hours.