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Client sync  is building relationships between your Lodgeit client and QuickBooks  client, it allows pull/push client  between Lodgeit and QuickBooks  Note...

Scenario: John Doe is currently accessing Lodgeit through his QuickBooks app. He wants to switch and sign in directly to Lodgeit. Steps to Resolve: 1. Si...

One of the reasons why similar cases occur is that user has different emails they've signed up with to Lodgeit and other email they're using in Quic...

Client list migration refers to the process of transferring client list from an accounting software to Lodgeit. In this scenario, the user would want to...

Question: After connecting clients to QuickBooks files, Lodgeit has added clients to my QuickBooks client list. It appears that Lodgeit has not recognised t...

Mapping is a feature that Lodgeit information is sync to QuickBooks client details. Learn more here ADDRESS Lodgeit maps address in the following way: B...

This video includes:  Completing a company tax return with a  QuickBooks data import -  Mapping & classification Understanding the reconciliation se...

Below example is an Individual client  WITHOUT a Business name.  You may choose from the dropdown of "Display name as" can be 

1. Login to QuickBooks 2. Navigate via Gear wheel and select Additional info 3. Here's Company ID