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
Sync client details with accounting system
Temporary Full Expensing