Tax Systems Conversion Guide
LodgeiT currently support client direct import from following software providers: Xero Tax, Software Assistant, and Handitax For QuickBooks, using clie...
Fri, 19 Jul, 2024 at 7:42 AM
Client Import allows the user to migrate/transfer the client list from accounting software to their own LodgeiT account. To utilize this, the user must be...
Fri, 19 Jul, 2024 at 7:43 AM
This is an optional way for migrating your client list, you can add other details that are not available via your software exported details (ie "Manage...
Tue, 12 Mar, 2024 at 12:29 PM
Client Import allows the user to migrate client list from accounting software (Xero) to their own LodgeiT account. To access it, the user must be an admin...
Tue, 31 May, 2022 at 7:01 AM
Please see below guidelines and the process on collecting/extracting client list - 1. Export your client list via CSV or Excel. Consider the following d...
Fri, 8 Dec, 2023 at 8:20 AM
Please see below guidelines and the process on collecting/extracting client list - 1. Export your client list via CSV Consider the following details (ne...
Fri, 17 Jun, 2022 at 11:41 AM
The exported files are protected and limited only to be used (importing and exporting) within the elite program and that cannot be changed by Development. ...
Wed, 4 Oct, 2023 at 12:02 PM
Note: Collecting/extracting your client list, please contact MYOB support Guidelines and process for client migration- 1. Export your client list vi...
Mon, 18 Nov, 2024 at 10:59 AM
Collecting/extracting client list, refer to MYOB AE page to learn more. Guidelines and process for client migration- 1. Export your client list via ...
Tue, 21 Dec, 2021 at 11:03 AM
Released date: 6 July 2020 Now we support bulk import for client groups for existing clients via Support channel. How it works: 1. User exports client li...
Fri, 18 Sep, 2020 at 9:36 AM