Automated QuickBooks and Xero Reports in Google Sheets


Automatically generate and refresh QuickBooks and Xero Reports in Google Sheets


  • Live Accounting Reports in Google Sheets

    Automatically export and refresh real-time QuickBooks/Xero reports like Actual vs Budget, Profit and Loss, Transaction List, etc. in Google Sheets.

  • Custom Reporting Templates

    Use 100+ reporting templates with flexible filters, dynamic or custom dates, multiple time periods, layout options, and much more.

  • Currency Converter in all Reports

    Convert your reports to any currency in one click!

  • Multiple Companies

    Connect multiple QuickBooks entities and refresh all of them automatically or instantly in one click.

  • Automatic Data Refresh

    Save hours by scheduling an automatic data refresh. Send real-time data & reports to your team & clients.

  • Historical Layout

    Easily build insightful dashboards in Google Data Studio using historical layout in reporting template.

Unique Features

  • 160+ Currencies Supported

    Reports will be automatically generated in your selected currency using live or custom exchange rates.

  • Consolidated Reports in One Click

    Automatically generate consolidated reports in one spreadsheet tab.

  • Send Alerts based on Criteria

    For example: automatically send notifications when invoices are overdue.

  • Flexible Multiple Time Periods

    With our advanced reporting tool, you can compare up to 60 time periods with any custom date range. For example: 10-day, 3-week, or choose an extended 5-year month-over-month Profit & Loss.


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Supported QuckBooks & Xero Reports and How-To Guides

XERO REPORTS QUICKBOOKS REPORTS
Account List Account List
Account Transactions Actual vs Budget
Aged Payables by Contact Aged Payables Detail
Aged Payables Detail Aged Payables Summary
Aged Payables Detail By Contact Groups Aged Receivables Detail
Aged Payables Summary Aged Receivables Summary
Aged Payables Summary By Contact Groups Balance Sheet
Aged Receivables By Contact Balance Sheet By Classes
Aged Receivables Detail Balance Sheet By Customer
Aged Receivables Detail By Contact Groups Balance Sheet By Location
Aged Receivables Summary Balance Sheet By Products And Services
Aged Receivables Summary By Contact Groups Balance Sheet By Vendor
Balance Sheet Budget vs Actual
Bank Statement Budget Variance
Bank Summary Cash Flow
Budget Manager Cash Flow By Classes
Budget Summary Cash Flow By Customer
Budget Variance Cash Flow By Location
Actual vs Budget Cash Flow By Products And Services
Cash Summary Cash Flow By Vendor
Custom Date Range Balance Sheet Customer Balance
Customer Invoice Customer Balance Detail
Customer Invoice Detail Customer Income
Customer Running Account Details Detailed Transactions
Customer Running Account Summary Inventory Valuation Summary
Detailed Account Transactions General Ledger
Executive Summary Journal Report
Income by Contacts Inventory Valuation Summary
General Ledger Export General Ledger
GST Audit Report Journal Report
Income Statement Profit And Loss
Income Statement Turnover Profit And Loss By Classes
Payable Invoice Details Profit And Loss By Customer
Payable Invoice Summary Profit And Loss By Location
Profit And Loss Profit And Loss By Products And Services
Profit And Loss Original Profit And Loss Detail
Profit And Loss Turnover Profit And Loss By Variance
Profit And Loss Variance Profit And Loss By Vendor
Purchase Order Details Sales By Classes
Purchase Orders Sales By Customer
Purchase Order Summary Sales By Location
Quotes Details Sales By Products And Services
Quotes Pivot Table Sales By Classes
Quotes Summary Sales By Customer
Receivable Invoice Detail Sales By Location
Receivable Invoice Summary Sales By Products And Services
Sales Tax Transaction List
Statement Of Cash Flows Transaction List By Customer
Supplier Invoice Trial Balance
Tracking Summary Vendor Balance
Trial Balance Vendor Balance Detail
Trial Balance Net Movement Vendor Expenses
Trial Balance New Vendor Expenses By Classes
VAT 126 Vendor Expenses By Location
VAT Audit Report with Supplier’s Vendor Expenses By Products And Services

Consolidated Xero and QuickBooks Online Reports

Xero Consolidated Reports QuickBooks Consolidated Reports
Xero Consolidated Profit and Loss QuickBooks Consolidated Profit and Loss
QuickBooks Consolidated Profit and Loss QuickBooks Consolidated Cash Flow
Xero Consolidated Balance Sheet QuickBooks Consolidated Balance Sheet


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Advanced Features


Reports & Templates

  • 100+ Custom Reporting Templates
  • Save Unlimited Templates in the Cloud
  • Compare up to 60 Previous Periods
  • Share Templates in the Cloud with your team
  • Append Multiple Templates in one spreadsheet

Automation & Workflow

  • Pull Unlimited Number of Rows into Google Sheets
  • Workflow Builder: Schedule Data Refresh, Emails, Alerts, and Backups
  • Auto Convert Google Sheets to Excel, PDF, and CSV
  • Email Updated Reports to Multiple Recipients

Popular Use Cases


  • Generate 5 years Profit and Loss using monthly periods and show the financial performance of your business.
  • Aged Accounts Receivable. Displays a list of invoices that haven’t been paid yet, divided into buckets like 1-30 days past due, 31-60 days past due, etc.
  • Budget vs. Actuals. Report allows comparison of the monthly budgeted amounts and the actual income and expenses.
  • Sales by Product/Service. This report shows what’s selling and what’s not by displaying date, transaction type, quantity, rate, amount, and total.
  • Detail Transaction report gives you the ability to generate transactional reports with different Transaction types such as bills, credit card, refund, and etc.
  • Use historical layout to easily connect to Google Data Studio and build insightful dashboards.

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