Sync client details with accounting system

Modified on: Tue, 24 Oct, 2023 at 11:26 AM

First, the user must ensure that LodgeiT is connected to QuickBooks Online.

The function of "Automatically synchronize clients" box is to enable the option of "Sync client details with accounting system" whenever a user will add a client.

Set this via gear wheel > settings, and press "Settings"

Select "Client Sync"

Below snip shows that "Automatically synchronize clients" is currently ticked, and it will show up under "New client" page.(ie if turned-off, sync option under "New client" page will not be visible)

It’s possible to select the required name format that QuickBooks Online entity will have after synchronization. By default, QuickBooks Online entity has the same Display name as mapped LodgeiT organisation. Name formats that contain 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 QuickBooks Online will be updated.

Visit this article to learn more about Client Sync (QuickBooks Online to/from LodgeiT)

Note: If you want to Client Sync (QuickBooks Online to/from LodgeiT) use that guide, but it will just sync contact details, address, email address. In order to import financial you must connect QuickBooks Online files one by one for each client.

Client Sync is uni-directional sync (operating in a single direction) i.e. LodgeiT -->QuickBooks Online (because QuickBooks Online 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)