QBOA User

Use QBO credentials to register in LodgeiT
Click here
Tue, 23 Feb, 2021 at 11:12 AM
Sync client details with accounting system
First, user have to ensure that LodgeiT is connected to QBO.   The function of "Automatically synchronize clients" box is to enable the opti...
Wed, 7 Apr, 2021 at 10:15 AM
Synchronise Client Details from LodgeiT to QBO
Client sync  allows pull/push client  between LodgeiT and QBO. When it pulls client from QBO it doesn't create the API connection for LodgeiT client. I...
Sat, 3 Apr, 2021 at 11:33 PM
LodgeiT to QBO Client Sync - Export
Client Export - is a feature for selecting LodgeiT clients that users would want to export to their external accounting system (QBO).  Below example means,...
Sat, 3 Apr, 2021 at 11:14 PM
QBO Client Sync - Import
Client Import - is where you can find the list of your clients from QBO that need to import in LodgeiT. Note: Currently, the system operates in  a single d...
Wed, 7 Apr, 2021 at 10:09 AM
Connecting LodgeiT from/to QBO
As an accountant, you many wish to connect your LodgeiT Clients to your QBO Clients in order to synchronise client contact names & details. (Note - Curr...
Wed, 24 Feb, 2021 at 10:48 PM
Contact Details Mapping (LodgeiT > QBO)
Automapping is currently disabled in LodgeiT, but the basic mechanism is implemented. It follows these rules: If Email + First / Middle / Last name are 10...
Wed, 14 Apr, 2021 at 9:00 AM
LodgeiT to QBOA > Sync > Individual with and without Business Name
Below example is an Individual client  WITHOUT a Business name.  You may choose from the dropdown of "Display name as" can be 
Wed, 3 Mar, 2021 at 6:56 AM
Sync import error/validation and resolution
Error/Validation: "Disabled for synchronization" - means that particular mapping is not required, i.e. you don't want to sync "Garcia Pt...
Thu, 25 Feb, 2021 at 7:29 AM