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How to set up your firm in LodgeiT | Get started tutorial

Set up your firm in QuickBooks Tax powered by LodgeiT

man smiling and typing on laptop

Step-by-step guide

Step 1

  • Set up your LodgeiT account by filling out the relevant details. For best results, use the email address you use to sign into QuickBooks Online Accountant.
  • Set up your mobile phone with multi-factor authentication
LodgeiT log in fields

Step 2a

  • Click the QuickBooks icon   to connect your QuickBooks Online Accountant Firm to LodgeiT (make sure you do this to activate QuickBooks pricing) 
  • Sign in with the same credentials you use to access QuickBooks Online Accountant.
setting up a new organisation with LodgeiT

Step 2b: Access ProAdvisor Benefits

  • Sign in with the same credentials you use to access QuickBooks Online Accountant.
QuickBooks Online Accountant login screen

Step 3

  • Select which firm you want to connect from the drop down list.
  • Select Add app to firm. Make sure you do not choose a client from the list below.
 selecting your firm to connect from QuickBooks Online Accountant to LodgeiT

Step 3: Access a LodgeiT coupon

  • Select Connect to link your firm to LodgeiT 
  • Some data will prefill and your QuickBooks pricing will activate. Fill in any missing details that have not been prefilled, then select Save.
connecting your firm to LodgeiT

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Getting Started with LodgeiT

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LodgeiT Support

Visit the LodgeiT Knowledge Base for self help resources.

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