General : Importing Financials
LodgeiT relies on an import and classification exercise to populate Working Papers, the Tax Form and Special Purpose Financial Statements. Integration or c...
Thu, 18 Mar, 2021 at 2:46 PM
Settings - Import
"Import" in order to auto-produce company, trust, partnership & Individual tax returns, special purpose financial reports and working papers. ...
Thu, 4 Feb, 2021 at 9:15 AM
Removing Imported Financials
1. Select Financials 2. Click garbage icon - 3. Select "Financial Year"  and choose the year that you want to remove/delete. ...
Sat, 7 Mar, 2020 at 3:09 AM
Financial Reports (comparative excel sheet example)
Partnership Comparatives Sole Trade Comparatives Trust Comparatives
Wed, 8 Jul, 2020 at 11:53 AM
How to remove accounting software connection
User has existing imported financials from Quickbooks To remove financials: 1. Select client's "Settings" then press "Import" ...
Wed, 26 Aug, 2020 at 10:05 AM
Migrate and Sync Clients from Quickbooks and from Other Accounting System in a Single Account in LodgeiT
For user who wants to migrate their client from other accounting software (other than QBO) to LodgeiT, and with existing QBOA clients, please see instructio...
Wed, 14 Apr, 2021 at 10:40 PM