Last version published: 28/03/2019 09:21
Publication number: ELQ-80773-2
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Data analysis & dynamic reporting for cloud accounting Xero and QBO using Excel
USING EXCEL TO AUTOMATE PROCESS IN XERO AND QBO? YES YOU CAN Using DataDear you are able to both pull and push data.
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To educate the on the possibility of Automation within Excel using a powerful Add-In called DataDear including push and pull capabiilty for cloud accounting packages Xero and QBO. Raise awareness that Excel can be supercharged with Add-In tech like DataDear.
Anyone supporting or using Xero or QBO data for accounting, reporting or even financial modeling purposes. It also enables those needing to onboard new clients, change chart of accounts or post journals in an automated.
This is just one of the many templates available. The attached is the management reporting template which Model Citizn has further adapted and enhanced for dynamic pivot chart and slicers for reporting.
Any other non-cloud or other cloud based accounting packages outside of Xero and QBO.
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