The LodgeiT "Financial Reports/Statement" Module relies on a single import and classification exercise to populate Working Papers, the Tax Form and "Financial Reports/Statement".

For Quickbooks Online - 

Select  "Financials" and choose  "QuickBooks Online"

It will redirect to QuickBooks log-in page

Search "Client"


Select your "Client" then click "Confirm"

Click "Connect"

Here is the view of imported Financials from 'QuickBooks Online'  to LodgeiT.

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