
March 2025 Product Update
Export financial reports to Word
QuickBooks Tax
Available in the Pro version of financial reports in LodgeiT, you can now export your financial reports directly to Microsoft Word (.docx). This allows for easier customization, formatting, and branding, giving you full control over your report presentation.
As you can see below, when you produce trading or non trading financial reports with notes (in the Pro version), you have the option to export the report to Word for further formatting.

To get access to the Pro version in LodgeiT, head to Settings > Billing > Financial reports Pro (free e-sign) and click on the Buy button to select the bundle that best suits your practice.
Custom page breaks
QuickBooks Tax
Have more control over your financial reporting in LodgeiT with custom page breaks. Available in the Pro version of the financial reports, simply insert breaks exactly where you need them so your reports are paginated where you want, look professional and are easier to read.

To get access to the Pro version in LodgeiT, head to Settings > Billing > Financial reports Pro (free e-sign) and click on the Buy button to select the bundle that best suits your practice.
Customised navigation
QuickBooks Online Accountant
You can now arrange the menu sections in the left hand navigation in QuickBooks Online Accountant. This means you can move the section(s) you use the most to the top - and remember, you can tailor the menu items within the sections to suit your needs too. This functionality is available for QuickBooks Online also.
To tailor your QuickBooks Online Accountant navigation, click on the pencil next to Bookmarks, Your Clients or Your Books then select the Sections tab and drag and drop the sections in the order you would like them displayed.

In QuickBooks Online, you can do the same thing. Simply click on the pencil icon next to Bookmarks or Menu then Sections to arrange your navigation to suit your preference.
Once you’ve reviewed how the Sections will display, take a look in each Section to tailor the individual menu items. Maybe you’d like the items you use often at the top of the list. Go ahead and move or remove the individual menu items as you would like them displayed.
Head here to learn more about customising your navigation menu.
New beta Work experience available
QuickBooks Accountant
The workflow feature in QuickBooks Online Accountant called Work is being given an update to make it easier to view and manage the work going through the practice.
In the current experience (below) you can view the jobs going through your practice via a Kanban board. You can also view the same information in a list or calendar view by clicking on the icons highlighted on the right.

Based on client feedback, we’re currently offering a new beta experience to explore. This experience provides a more linear view of the projects and tasks being worked on or coming up in the practice (below). The intent of this change is to display more information on the screen. You can also filter the Work information by date, status, client or team member to drill into the information you’re after.

You can switch back to the current experience at any time but if you’re keen to have a play, why not switch to the beta experience and have a look around. All feedback is welcome and can be provided to our Customer Success team or your partner manager.
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