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  • What's New
  • User Guide
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  • Billing and Payments
  • Individual Tax Return
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  • Partnership Tax Return
  • Superannuation Fund Tax Return (SMSFAR)
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  • Financial Report
  • Integrations
  • Importing Financials
    • General
      • What is a Financial "Import"?
      • General - Importing Financials
      • Financial Reports (comparative excel sheet example)
      • "Do not import to tax return"
      • Negative Bank Balance
      • How to print the imported "Financials"?
      • Export imported Lodgeit Financials
      • How to update or edit the imported financials previously imported via API (QuickBooks, MYOB, Xero)?
      • Financial Comparatives from Different Source
    • Excel
      • Importing Financials from Excel
    • Classification of Account Line Items
      • Chart of Accounts and Mapping
      • Account allocation in tags
      • Scroll issue while mapping an accounts
      • How NOT to link Chart of Account
      • How add negative amount (financial import)
      • Direct Cost / Cost of Sales
    • QuickBooks (API and LSU)
      • Importing Financials from QuickBooks (Using LSU)
      • Importing Financial Statements from QuickBooks
      • Amend BAS details imported from'QuickBooks Online'?
      • QuickBooks "Accounting Method" Accrual and Cash Basis
    • Reckon (Extract & Import ; using LSU)
      • Import Financials from QuickBooks/Reckon Account Hosted (Desktop version Extract & Import)
      • LSU: Importing Financials from QuickBooks/Reckon Accounts Desktop
      • Import Financials from Reckon One (Extract and Import)
      • LSU: Import Financials from Reckon One
    • Xero (API Integrated)
      • Extract & Transform XERO Balance Sheet Report using Lodgeit Excel Smart
      • Extract & Transform XERO Profit and Loss Report using Lodgeit Excel Smart Utility
    • Lodgeit Smart Excel Utility
      • Lodgeit Smart Excel Utility (LSU) Installation
      • Generate an XML using Lodgeit Smart Excel Utility (LSU)
      • Import financials using Lodgeit Smart Excel Utility (LSU)
      • Software's that Lodgeit Smart Excel Utility (LSU) support
      • Installation Issue for Add-in: Lodgeit Smart Excel Utility
      • LSU Issue: The System Cannot find the File Specified
      • "Client Code" for Lodgeit Smart Excel Utility
      • Link to Install the Smart Excel Utility
      • Generate Lodgeit Import Files from Excel
      • LSU Issue: Old Excel Version
      • "Run" Issue with LSU
    • Other Software Providers using LSU
      • Extract & Transform HandiLedger Balance Sheet Report
      • Extract & Transform Handiledger Profit Loss
      • LSU: Extract & Transform Mas Sol6 Balance Sheet Report
      • LSU:Extract & Transform Mas Sol6 Profit and Loss Report
      • Extract & Transform Tally Balance Sheet Report
      • Extract & Transform Tally Profit and Loss Report
      • LSU: Import Financials from Jcurve
      • LSU: Import Financials from Manager
      • LSU: Import Financials from Wave
      • LSU: Import Financials from Mas Sol6
      • LSU: Import Financials from Pacsoft Optemizer
      • LSU: Import Financials from Saasu
      • LSU: Import Financials from SageOne/Handiledger/Handitax
      • LSU: Import Financials from Zoho
      • LSU: Import Financials from Handiledger
    • Software Assistant (Extract & Import)
      • Importing financials from Software Assistant
    • MYOB Account Right - Desktop version (Extract & Import)
      • MYOB AccountRight - Desktop version (Extract & Import)
    • MYOB Business Lite (Extract & Import ; using LSU)
      • LSU: Importing Financials from MYOB Essentials (using Lodgeit Smart Excel Utility)
      • Importing Financials from MYOB Business lite (Extract & Import)
    • MYOB Accounting Classic (Extract & Import)
      • MYOB Accounting Classic / MYOB Desktop Legacy (v13 to 19) - (Extract & Import)
    • Elite (Using LSU)
      • LSU: Importing Financials from Elite
    • MYOB - Accounting Legacy (using LSU)
      • LSU: Import Financials from MYOB Accounting
      • MYOB Accounting Legacy: Extract & Transform Financial Report
    • MYOB - Tax and Contacts (using LSU)
      • Using LSU: Extract, Transform and Import Financials from MYOB Tax & Contacts Balance Sheet Report
      • Using LSU: Extract, Transform and Import MYOB Tax & Contacts Profit and Loss Report
    • MYOB AO Classic
      • Using LSU: Import "MYOB AO Classic" Balance Sheet and Profit and Loss in Lodgeit
    • BGL Simple Invest 360
      • Financial import - BGL Simple Invest 360
      • BGL Simple Invest 360 Import Error: "Doesn't have a valid format"
  • General Accounting & Tax Knowledge
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Solution home Importing Financials General

What is a Financial "Import"?

Modified on: Tue, 29 Sep, 2026 at 12:17 PM

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Lodgeit is designed for import of accounting data, "Import" in order to auto-produce company, trust, partnership & Individual tax returns, special purpose financial reports and working papers.

Click HERE to learn more.

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