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Exporting Your Data and Reports Out of Xero
We have been on a Xero journey, from setup to transactions to reporting. Now it is time to get that data and reporting out of Xero to use in your business or firm. We will look at exporting reports and data in multiple formats, as well as some tools to help you and your clients. This is all with the aim of helping you work more efficiently. You might ask, Why do I need to export my data? For the answer, think of things such as external reporting, financial modeling, or even just tax preparation or planning.
In this chapter, we’re going to cover the following main topics:
- Exporting Xero reports
- Exporting your accounting data
- Helping the sole proprietor with the Schedule C report
- Trial Balance apps ...
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