As an accountant, you many wish to connect your LodgeiT Clients to your QBO Clients in order to synchronise client contact names & details. (Note - Current limitation is a uni-directional sync from LodgeiT to QBOA only) Click here on how to Sync client

There are 2 types of connections that can be established with LodgeiT currently -

1.  An accounting system (client's or firm's) can be connected.

The reason for this is to facilitate import of accounting information including balance sheet, profitLoss & general ledger detail. This information is used to populate tax forms, working papers & special purpose reports

2. If the accountant wants to use QBOA for client billing, then it's possible to first add the client in LodgeiT and manage the "client sync" or press "Please navigate here to synchronize clients" (See below image)

Important thing is that the connection MUST be to the firm i.e. the entity set as tax agent or bookkeeper.

Navigate to Settings -->Import.  Select Automatically Synchronise clients.

For all clients that you add to LodgeiT after the step above, that you want to synchronize, make sure that the specified checkbox is set to true/ticked via  Settings --> General "Sync client details with accounting system" (please see image below). Otherwise, if the checkbox is false, synchronization will not be running for this intermediary. 


FAQ:

Can I merge multiple QBO companies into one

Address Mapping (LodgeiT > QBO)