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)
The important thing is that the connection MUST be to the firm i.e. the entity set as tax agent or bookkeeper.
It’s possible to select the required name format that QBO entity will have after synchronization. By default, QBO entity has the same Display name as mapped LodgeiT organisation. Name formats that containa LodgeiT reference identifier are useful to avoid duplicate name validation and for quicker entity search in QuickBooks Online. Please note, once format is changed, then it will be applied for all mapped entities and their Display Name in QBO will be updated.
This is uni-directional sync (operating in a single direction) i.e. LodgeiT -->QBO (because QBO doesn't share important details, such as entity type or ABN.There is no way for us to determinate if the entity is individual or not.
If You think you have multiple clients to sync, best to send us your list excel/csv and we will help you migrate this to LdogeiT, then, you will turn on "Sync" feature in LodgeiT, so the system will automatically map clients. Other clients that have not been mapped the user should to map manually)