First, make sure to download the LodgeiT Smart Excel Utility
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
Quickbooks - Balance Sheet & Profit & Loss
Quickbooks Online - Balance Sheet & Profit & Loss
Tally Balance Sheet- Balance Sheet & Profit & Loss
Handiledger- Balance Sheet & Profit & Loss
------------------------------------->Click to DOWNLOAD LodgeiT Smart Excel UtilityHere <-----------------------------
It will re-direct to LodgeiT Smart Excell spreadsheet that could allow you to manage to add/edit "Balance sheet" "ProfitLoss"..
Download successful if you can able to see "Lodge iT" in the upper tab section.
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)
Note that you must add rows within the sections, but avoid adding columns in the spreadsheet.
Saving the BalanceSheet
Choose your preferred Desktop Accounting. (i.e, MYOB, Quickbooks, etc)
Click "Reports" (ie MYOB)
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.
Make sure to drag or copy the file together for uploading.
Importing "Preferred -Accounting Desktop" to LodgeiT
Go to "Financials"
Choose "Import from any other accounting software using AccRip tool"
Note: Choose a pair of ProfitAndLoss.xml and BalanceSheet.xml
File successfully imported.
Deleting Import
Just import over the top of the data again.New import will replace old import. There is a refresh data button. on the Financials Tab next to the software type.
Removing the data - We tried to prevent this issue with a warning on the import screen about connecting the wrong data source since this is a current system limitation i.e. not being able to delete data.
Please send a printscreen showing Financial screen so we can see URL and tech team will need to dump the data in the backend.
Related Article:
Generate LodgeiT Import Files from Excel