This video includes: 

  • Completing a company tax return for year ended 2022 with a 'QuickBooks Online'  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 have already signed 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  'QuickBooks Online'  is imported to Lodgeit.

Go to your Financial tab  

Related article:

Sync client details with accounting system

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