Importing Financial Statements from 'QuickBooks Online' : LodgeiT

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"

Select the Accounting Method. If "Accrual" or "Cash".

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