General

General - Importing Financials
LodgeiT relies on an import and classification exercise to populate Working Papers, the Tax Form and S...
Wed, 4 Aug, 2021 at 11:16 AM
Settings - Import
"Import" in order to auto-produce company, trust, partnership & Individual tax returns, special purpose financial reports and working papers. ...
Tue, 6 Jul, 2021 at 9:26 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
Manage Connection: How to remove accounting software
In this example, the user has an existing financial connection from Quickbooks -  To remove financials: 1. Select client's "Settings" the...
Fri, 2 Jul, 2021 at 11:49 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
How to refresh/re-import financials
You can easily make changes in the source accounting system and then re-import/refresh.
Tue, 13 Jul, 2021 at 9:54 AM