Tax Systems Conversion Guide
LodgeiT currently support client direct import from following software providers: Xero Tax, Software Assistant, and Handitax For QuickBooks, use client...
Tue, 12 Aug, 2025 at 12:57 PM
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
This article outlines the steps for extracting from MYOB AO and importing client data in LodgeiT: EXTRACT Client Data from MYOB AO Method 1: Using Clien...
Thu, 24 Jul, 2025 at 1:59 PM
1) In your MYOB AE, to export the client list file, please click Reports > Client > Client List. 2) Then in the lower right side, please click the ...
Mon, 11 Aug, 2025 at 10:54 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