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LodgeiT Smart Excel Utility

Last Updated: Oct 16, 2019 11:35AM AWST
LodgeiT Smart Excel Utility is an Excel Plugin that provides the ability to convert just about any Excel report from any accounting system into a format that can be easily consumed by LodgeiT or AccFx. This will save you time on re-keying facts as well as provide a more accurate outcome.



LodgeiT Smart Excel Utility requires Excel 2007 and above, and Windows XP and above (all OS)


LodgeIT Add-in works with all versions including office 365 and 2016.

however, user should make sure two things:

1- Office 365 local version should be installed(which is visible in Programs and Features)
2- prerequisites should be installed

Check this link to know more about 




Learn how to use LodgeiT Smart Excel Utility with this video.


Make sure to close any Excel file before downloading LodgeiT Smart Excel Utility Tool.


 ------------------------------------->Click to DOWNLOAD LodgeiT Smart Excel Utility Here   <-----------------------------



Open the file “setup.exe”











Continue by clicking “Run” followed by other set-up process.





































































Choose what is advisable for your firm:


 

Generate LodgeiT Import Files from Any Accounting System

 

Generate LodgeiT Import Files from Excel

 

Importing Financial Statements from QBO

 

QuickBooks/Reckon Accounts Desktop

 

MYOB Desktop Legacy (v13 to 19)






Deleting Import

Just import over the top of the data again.New import will replace old import. There is a refresh data button. on the Financials Tab next to the software type.

Removing the data - We tried to prevent this issue with a warning on the import screen about connecting the wrong data source since this is a current system limitation i.e. not being able to delete data.

Please send a printscreen showing Financial screen so we can see URL and tech team will need to dump the data in the backend.


Related Link

Unable to see "LodgeiT" tab in spreadsheet 

Installation Issue : LodgeiT Smart Excel Utility
Partners of LodgeIT logos. MYOB, Intuit Quickbooks, Xero.
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