Connect a client in Lodgeit to the client's QuickBooks Online company so you can import their financials and BAS values. Each client connects separately, using your QuickBooks Online Accountant login. To connect your own practice file, see connect your practice to QuickBooks Online Accountant.

In this article

Before you start

  • Your Lodgeit user can edit clients. Without that permission, the connection page shows You cannot set accounting system.
  • You can sign in to QuickBooks Online Accountant, and the client's company is in your QuickBooks client list.
  • The client is not already connected to Xero or MYOB. Each client in Lodgeit has one accounting connection.

Connect an existing client

  1. Open the client. Its name appears at the top left. Then go to Settings > Import. Client Doe Pty Ltd selected at the top left, with Settings open on the Import page showing Accounting Systems
  2. Under Accounting Systems, select Connect to QuickBooks. Client Import page with an arrow pointing to the Connect to QuickBooks tile
  3. Sign in to QuickBooks with your QuickBooks Online Accountant login.
  4. On Please select your company, choose your practice under Search for a company or firm and leave Install for your firm unticked. Choose the client under Search for a client, then select Next. Intuit Please select your company page with the practice selected, Install for your firm unticked, the client Doe Pty Ltd selected and an arrow pointing to Next
  5. If Lodgeit says The connection between … and … seems to be wrong, check the QuickBooks company name. If it is this client's company, select It's correct, let's continue. If not, select Choose another company.

Lodgeit takes you back to the Import page, and the client's QuickBooks company appears under Details. Under Settings, check the Accounting method before you import. If you change it later, you need to import the financial data again.

Client Import page showing the connected QuickBooks company under Details and the Accounting method setting

You can now import financial statements or import BAS values from QuickBooks.

Add a new client from QuickBooks

If the client is not in Lodgeit yet, you can create it and connect it in one go.

  1. Go to Clients and select Add client.
  2. On Setup new client, select Connect to QuickBooks.
  3. Sign in to QuickBooks and choose your practice and the client, as in step 4 above.
  4. Lodgeit opens New client from QuickBooks. Check the client's details, then save the client.

If another client or your practice is already connected to the same QuickBooks company, Lodgeit shows a warning with a link to it. Open that client instead of creating a duplicate.

Reconnect an expired connection

When the connection expires, the client's Import page shows The QuickBooks connection is expired. Click here to reconnect.

  1. Select here in that message.
  2. Sign in to QuickBooks with your QuickBooks Online Accountant login.
  3. Choose the same company shown on the page. If you choose a different one, Lodgeit shows You've chosen the wrong organisation. To switch to a different company, connect a different company instead.

Connect a different company

To switch the client to a different QuickBooks company, or to QuickBooks from another accounting system, disconnect the current one first.

  1. Open the client and go to Settings > Import.
  2. Under Details, select the bin icon, then select Disconnect to confirm. Lodgeit shows The accounting system has been disconnected.
  3. Follow the steps to connect an existing client from step 2.

Financials you already imported stay in Lodgeit. To remove them as well, see remove accounting software.

Messages and what to do

Message What to do
The QuickBooks connection is expired. Click here to reconnect. Reconnect the connection and choose the same company.
The connection between … (QuickBooks) and … (LodgeiT) seems to be wrong. Please check if you are connecting the right entities. The QuickBooks company name is quite different from the client's name in Lodgeit. If it is the right company, select It's correct, let's continue. If not, select Choose another company.
You've chosen the wrong organisation. You must connect to '…' or you can connect to another organisation on the Settings page. While reconnecting, you chose a company other than the one already connected. Reconnect and choose the company named in the message, or connect a different company.
The client connected to the same QuickBooks organisation already exists. It's …. Please make sure you're connecting to the right organisation. Shown when you add a new client. Select the linked name to open the existing client, or go back and choose a different QuickBooks company.
You cannot set accounting system. Your Lodgeit user cannot edit clients. Ask a practice administrator to connect the client or to change your permissions.

For other errors, such as You do not have permission to access the resource., Resource not found. or messages on QuickBooks pages, see fix QuickBooks connection errors.

Common questions

I synced my clients with Client Sync. Are they connected to QuickBooks?

No. Client Sync matches client records in Lodgeit with the client list in QuickBooks Online Accountant. To import a client's financials, connect that client to its QuickBooks company as described above.

Why does Lodgeit say the connection seems to be wrong when I chose the right company?

Lodgeit compares the QuickBooks company name with the client's name and trading name in Lodgeit. If both differ a lot, Lodgeit asks you to confirm. If the company is right, select It's correct, let's continue.

Does connecting clients affect our QuickBooks ProAdvisor plan?

No. The plan depends on the connection between your practice organisation and your practice file. Client connections do not affect it.