Client Export - is a feature for selecting LodgeiT clients that users would want to export to their external accounting system (QBO)

Below example means, "ABC Enterprise Trust" and "Garcia Family Trust" were ticked.

Once "Create" button has been pressed, customers will be  available in 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 are in LodgeiT.
  • Linking QBO details to LodgeiT details

Related Article:

How to Export client list (excel/csv)