This video includes: 

  • Completing a company tax return for year ended 2022 with a QBO data import - 
  • Mapping & classification
  • Understanding the reconciliation section

Step 1.  Go to your "Financials" tab , click Import  then select Quickbooks Online

Step 2. Connect Lodgeit  to your Quickbooks Online. Once you already sign in to your Quickbooks you may now search for your firm and your  client then tap next.

After you tap the Next, You can now check the Source of your Financials Import and select  the Financial year then click the Import from Quickbooks Online

Step 3. You can now check if the data from  QB is imported to Lodgeit.

Go to your Financial tab  

Related article:

Sync client details with accounting system

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