On the QuickBooks ProAdvisor plan, your practice's Lodgeit organisation stays connected to QuickBooks Online, because Lodgeit checks that connection to keep the plan active. Each organisation in Lodgeit has one accounting connection, so the practice cannot connect to Xero as well. If your practice keeps its own books in Xero, add the practice again as a client and connect that client to Xero.
In this article
- Before you start
- Add your practice as a client and connect it to Xero
- Common questions
- Related articles
Before you start
- Your practice is on the ProAdvisor plan. If not, see Activate Lodgeit with the QuickBooks ProAdvisor program.
- You have permission to add clients in Lodgeit.
- You can sign in to your practice's Xero organisation.
Add your practice as a client and connect it to Xero
Keep QuickBooks connected to your practice
If your practice organisation is disconnected from QuickBooks or connected to Xero, Lodgeit warns you and deactivates the ProAdvisor plan after 24 hours. See fix a deactivation warning.
- Add a new client with your practice's details, including its ABN and TFN. See Adding a client.
Lodgeit may show "A client with the same ABN or TFN already exists." If the match is your practice organisation, you can still save the client. - Open the new client, go to Settings > Import and connect it to Xero. See Connect to Xero.
- Import financials from Xero into this client and prepare your practice's returns there. See Importing financials - Xero.
Common questions
I see "The client with the same TFN already exists" when I save. What do I do?
You already have a client with this TFN, possibly an archived one. Use that client, or restore it if it is archived, and connect it to Xero.
Can I connect the practice itself to Xero and keep the ProAdvisor plan?
No. To connect the practice to Xero, you would have to disconnect QuickBooks first, and Lodgeit then deactivates the ProAdvisor plan.
Do I need to do this for clients who use Xero?
No. Each client has its own accounting connection, and the ProAdvisor plan checks only your practice's connection to QuickBooks. Connect those clients to Xero as usual.