NOTE: For re-activation of QuickBooks ProAdvisor Plan, please refer Step 3.A of this guide.
1. Navigate to client's Settings -->Import
2. Press QuickBooks Online -
3. Once in QuickBooks, follow the prompts.
A - CONNECT YOUR FIRM/MAIN LODGEIT ACCOUNT.
To do this, you need to click the Gear Wheel and select Profile.
Click Import and then select "Connect to QuickBooks"
Select the company or firm, then click the tick box to check "Install for your firm" option and then click the Next button.
NOTE: Do this connection option when activating a QuickBooks Proadvisor Subscription.
B - CONNECT YOUR CLIENT. Select the company or firm, then search and select the client and click the Next button. Learn more .
NOTE: Do this connection option to import your Financials from QuickBooks to LodgeiT.
4. You'll be navigated automatically back to LodgeiT and will see the connection is established.
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