LodgeiT relies on an import and classification exercise to populate Working Papers, the Tax Form and Special Purpose Financial Statements.
API Integration or connecting/import financial statements from QBO, Xero, and MYOB AccountRight Live.
Extract and Import, LodgeiT offers a direct .XLS import, user should extract the Profil&Loss and Balance sheet for the following accounting software, then import to LodgeiT
You can also generate an xml file that you can import to LodgeiT using:
Excel import - We provide a template for annual, quarterly or monthly periods for client that are NOT using any accounting software. Learn more
LodgeiT Smart Excel Utility (LSU) - This is an excel plug-in that provides the ability to convert any excel report generated from your accounting software into a format that can easily consume by LodgeiT, Learn more
Importing Financials from QBO using LSU
Importing Financials from QuickBooks/Reckon Accounts Desktop (Using LSU)
Import Financials from Reckon One (Using LSU)
Importing Financials from MYOB Essentials (using LSU)
Importing Financials from MYOB Accounting Legacy
Importing Financials from Elite (Using LSU)
MYOB Desktop Legacy (v13 to 19)