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.


Other helpful Articles:

"Financial Reports/Statement" - Sole Trader

Preparation of Trust "Financial Reports/Statement"

Preparing of Partnership "Financial Reports/Statement"

How to Disconnect a Connected Accounting System

'QuickBooks Online ' Billing: Connecting LodgeiT to 'QuickBooks Online Accountant' and Billing

Importing Financial Statements from 'QuickBooks Online'

Synchronise Client Details from LodgeiT to 'QuickBooks Online'

Sync to QuickBooks Online & Invoice Client