Client Export - is use in selecting LodgeiT clients that user would want to export to their external accounting system (QBO).
Below example means, "ABC Enterprise Trust" and "Garcia Family Trust" are all ticked and their details are available via QBO.
Once "Create" button has been pressed, customers will be created and 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