Add related entities / Adding Client

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Video on Synchronising Clients from LodgeiT to QBO

Once you've added some clients from a family group i.e. husband & wife, you can move on to define client relationships. This is an important step if you wish for LodgeiT to auto-fill information from husband to wife or from trust to individual as an example.

Related Article:

Archive or Delete Client

- Settings-Import (From Accounting Software)

To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT?