Make sure to download first the LodgeiT Smart Excel Utility Tool, learn more here

Navigate to client, and select Financials

Select "Import from any other accounting software using LodgeiT Excel Add-In"


Press "Choose Files", and select a pair of BS and PL's generated xml.


NOTE:  Before importing the xml file, ensure that the ABN number in the XML file is the same with LodgeiT ABN number.

Other Related Guides:

Software's that LodgeiT Smart Excel Utility (LSU) support