LodgeiT Smart Excel Utility is an Excel Plugin that provides the ability to convert just about any excel report from any accounting system into a format that can be easily consumed by LodgeiT or AccFx. This will save you time on re-keying facts as well as provide a more accurate outcome.
LodgeiT Smart Excel Utility requires Excel 2007 and above, and Windows XP and above (all OS)
Lodged Add-in works with all versions including office 365 and 2016.
However, user should make sure two things:
1- Office 365 local version should be installed(which is visible in Programs and Features) 2- prerequisites should be installed
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Make sure to close any Excel file before downloading LodgeiT Smart Excel Utility Tool.
------------------------------------->Click to DOWNLOAD LodgeiT Smart Excel Utility HERE <-----------------------------
Open the file "setup.exe"
Continue by clicking "Run" followed by other set-up process.
Choose what is advisable for your firm:
API Integration:
Importing Financial Statements from QBO
Importing Financials from Xero
Importing Financials from MYOB AccountRight Live
Import Financial using LodgeiT Direct Excel Import - This can be use for those client who do not have an accounting software. You may import financials data for Annual, Quarterly or Monthly periods. LEARN MORE
Extract from Accounting Software and Import:
QuickBooks/Reckon Accounts Desktop
Importing financials from Software Assistant
MYOB AccountRight - Desktop version
Import Financials from Reckon One
Importing Financials from MYOB Essentials -MYOB Business lite
MYOB Desktop Legacy (v13 to 19) - MYOB Accounting Classic
Import Financials using LodgeiT Smart Excel Utility - This feature is a process to convert excel reports for Elite software into a format that can be easily consumed by LodgeiT, this will save time re-keying facts as well as provide a more accurate outcome.
Importing Financials from QBO using LSU
Importing Financials from QuickBooks/Reckon Accounts Desktop (Using LSU)
Import Financials from Reckon One (Using LSU)
Importing Financials from MYOB Essentials (using LSU)
Importing Financials from MYOB Accounting Legacy
Importing Financials from Elite (Using LSU)
MYOB Desktop Legacy (v13 to 19)
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.
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