Account and Security

Account
Account - is where your LodgeiT credentials stored - Email Address, Password, Phone, and security codes. You can link Your Intuit Account by clicking &qu...
Fri, 21 Aug, 2020 at 8:39 AM
To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
Select Account - Then, LINK your Intuit Account to LodgeiT. This will allow you to login in future with your Intuit Profile. Related arti...
Sat, 7 Mar, 2020 at 3:10 AM
Turn on 2-step authentication via Authenticator app
As an alternative log-in to LodgeiT,  you can reconfigure you accounts to use an authenticator app instead of SMS messages. 1. Go to "Account" ...
Wed, 8 Jul, 2020 at 7:24 AM
Feedback
The best method of securing support on your journey is to leave us a message with the problem you face and we will arrange an appropriate response within 3...
Sat, 7 Mar, 2020 at 3:07 AM
Organisation Log
Organisation Log is located at top right of user's LodgeiT interface. This is where you can check or verify when/who make the changes (ie who from you...
Wed, 3 Jun, 2020 at 10:28 AM
Electronic Fund Transfer (EFT) Report
Please see below what EFT reconciliation statements features we have: 1. The ability to subscribe/unsubscribe to EFT reconciliation statements. 2. LodgeiT...
Thu, 17 Sep, 2020 at 7:53 AM
Entity Type / Practice Type as Company (Tax agent)
Sign-up to LodgeiT through this link and save the URL for easy access. Click here to learn how to use QBO Credentials to Sign-in to LodgeiT. C...
Sat, 7 Mar, 2020 at 3:07 AM
How to Invite Team Members and Restrict Team Access
Be sure to manage permissions for the team member -  And select to Invite. Note that, Form access can be restricted BUT not client details access....
Fri, 19 Jun, 2020 at 1:48 PM
Switch Accounting Software
In this example, we will DISCONNECT QB connection and CONNECT MYOB online. From below screen grab, Client has Financials from Quickbooks . We ...
Sat, 7 Mar, 2020 at 3:10 AM
Taxpayer appointment of tax agent
You have to Connect LodgeiT to ATO, all SBR interaction depends on selecting LodgeiT as your preferred SBR Partner via ATO Access Manager. You need to ...
Sat, 7 Mar, 2020 at 3:10 AM