First, you need to have the "LodgeiT" plug-in installed in your Excel to generate an XML file, learn more here
Then, select the software you want to convert from -
- Xero- Balance Sheet & Profit & Loss
- MYOB Accounting Legacy- Balance Sheet & Profit & Loss
- MYOB Tax & Contacts- Balance Sheet & Profit & Loss
- MYOB Essentials- Balance Sheet & Profit & Loss
- Mas Sol6- Balance Sheet & Profit & Loss
- MYOB AO Balance Sheet & Profit & Loss (TB)
- QuickBooks - Balance Sheet & Profit & Loss
- QuickBooks Online - Balance Sheet & Profit & Loss
- Tally Balance Sheet- Balance Sheet & Profit & Loss
- Handiledger- Balance Sheet & Profit & Loss
- Other Software Provider
It will re-direct to LodgeiT Smart Excell spreadsheet that could allow you to manage - add/edit "Balance sheet" and "ProfitLoss".
To access and save BalanceSheet
Select your Tab below to "Bsheet" then you may start managing the said section. Make sure DATE is correct. (AsAt)
Please note that you should add rows within the sections, but refrain from adding columns to the spreadsheet.
Saving the BalanceSheet
Choose your preferred Desktop Accounting. i.e, MYOB, QuickBooks, etc
Choose "Balance Sheet
Copy and paste the ABN or TFN and input here for saving.
Choose file location, it will be save as XML file.
To access and save ProfitLoss
Select your Tab below to "Profitloss" then you may start managing the said section. Make sure DATE is correct. (FromTo)
In Saving the Profitloss, Click "Reports" choose your preferred Desktop Accounting (ie MYOB)
Copy and paste the ABN or TFN and input here for saving.
Choose file location, it will be save as XML file.
BalanceSheet and Profitloss XML file are now ready for import in LodgeiT.
Next Step: Import financials using LodgeiT Smart Excel Utility (LSU)
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