Client sync allows pull/push client between LodgeiT and QBO. When it pulls client from QBO it doesn't create the API connection for LodgeiT client. If you want to do this process refer to this guide
We always recommend to add client first using LodgeiT.
Note: this is uni-directional sync (operating in single direction) i.e. LodgeiT -->QBO.
This video includes:
- How to connect LodgeiT to QBO
- Synchronising client details (changes from LodgeiT sync to QBO)
- Manual connection/mapping of client from QB and LodgeiT.
- How to merge client in QBO
- Showing how QBO invoice works - Configuring client-sync is important for invoice purposes, ie client invoices have the same details as being in LodgeiT.
- Linking QBO details to LodgeiT details
Ensure that you already connect your LodgeiT firm to QBOA prior to synchronization. Learn more
Note: Sychronization is building relationships between your LodgeiT client and QBO client.
This will update the QBO client with LodgeiT client details when agent changes the client's details from LodgeiT Settings.
ie Details like phones, emails, client address, name will be moved from LodgeiT to QBO any time intermediary changes it.
Bear in mind that this is a one way sync only (i.e. LodgeiT -->QBO).
Three different pages for synchronization in LodgeiT:
1. Client Import
Is where you can find the list of your clients from QBO that needs to import in LodgeiT.
Currently, the system operates in a single direction only, which is LodgeiT --> QBO. If you need to update information, ie Address, contact details, etc. Best to update via LodgeiT.
Tick the client that you want to import or copy from QBO to LodgeiT.
Below example shows that, these 3 clients has been added to QBO and ready for import via LodgeiT.
Validation is giving you an information and an option if you want to take any action.
I have ticked all of the clients, because I want them all to import from QBO to my LodgeiT Account.
*Art Craft Ent Pty Ltd" named as "Anna S Enterprises Pty Ltd in LodgeiT" , if left as blank, LodgeiT will automatically copy the name from QBO.
Before matching the clients, please make sure to import or leave inactive (by unticking the appropriate checkbox) external accounting system clients on the "Client Import" page.
Ticked clients will be imported from QBO to LodgeiT.
- If "ticked", client has an existing client that matched to LodgeiT client, then it will be linked.
- If "ticked", but the said client has NO related/client match via LodgeiT, the system will automatically produce client in LodgeiT client list (no need to create/add manually)
Unticked clients will not be imported to LodgeiT and the system will understand that no action required for this QBO client.
If it is an initial setup there is a tickbox to select ALL clients to import from QBOA to LodgeiT.
Note: If you want to sync customers from QBOA, please use Client Sync, but it will just sync contact details, address, email address. In order to import financial you must connect QBO files one by one for each client
2. Client Sync
Is where you can map/unlink existing LodgeiT and QBO clients.
Note: If the box is active (checkbox ticked) it will take clients details from LodgeiT and it is automatically updated via QBO client details.
The process includes 2 ways on how to sync:
A.1 Through client "Settings"
A.2 Through Firm's "Settings"
B. Through Gear wheel, "Client Sync"
A.1 From LodgeiT Client "Settings"
Navigate to "client" settings
A.2 From Firm's "Setting's" via Gear wheel
Navigate to "Firm" settings
Settings > Import
Make sure that the specified checkbox is set to true/ticked (please see image below). Otherwise, if the checkbox is false, synchronization will not be running for this intermediary.
B. From Synchronization page via Gear wheel > Client Sync
If the box is ticked, the mapping will be active.
'Create new client' - will collect client name and details from QBO to create the client in LodgeiT.
Note: If client is already in LodgeiT, you just have to type a keyword or first 3 letters and it will show in 'search bar".
Note: If you changed client names in LodgeiT and want to 'trigger synchronization' of clients with errors then you need to use the action link, please see below:
- Synchronization runs in background job service, usually it takes few minutes. In order to refresh and get current status it's necessary to reload the page.
- Warning: "disabled for syncronization" - it means that the mapping is not active (checkbox is not ticked).
To disabled synchronization, navigate to client "Settings" and untick this box-
3. Client Export
"Client Export" page is used to select LodgeiT clients that users would want to export to external accounting system (QBO).
Below example means, "ABC Enterprise Trust" and "Garcia Family Trust" are ticked.
Once "Create" button has been pressed, customers will be available in QBO.
Once "Create" button selected, customers will be created in QBO.
Sync import error/validation and resolution: