Note: LodgeiT Smart Excel Utility (LSU) is not compatible with Office365 cloud version;  it operates with Office365 desktop versions 2013 and older.

Leverage LodgeiT's intelligent workflow, crafted to enhance efficiency by streamlining and automating the creation of tax forms, as well as financial reports and statements. 

Unlike other reporting systems, the LodgeiT "Financial Reports Module relies on a single import and classification exercise to populate Working Papers, the Tax Form and Special Purpose Financial Statements.

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

Check this link to know more about

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 'QuickBooks Online'

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 'QuickBooks Online' 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)

Other Software Provider

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 Link:

Unable to see "LodgeiT" tab in spreadsheet