“I think the main thing is that this software isn't trying to be Xero or MYOB. Like similar products, it's designed for the tradie, and it provides the accountant or bookkeeper with the receipts and invoices they need.”
“I currently don’t have a Xero integration (only financial software integration I currently have is Quickbooks) but if you can give me a week, I can have Xero integration running and tested.”
“As a preparation I enrolled to a lot of seminars, how to use Xero, GST/BAS preparation, MYOB system, AU Payroll and even lower my expected salary. Because I don't have AU experience.”
“Xero is real... But the part that could derail it is cost code mapping. Your Buildertrend cost codes have to be linked to matching Products and Services in Xero or invoices and bills just won't sync, and you find that out when your job costing doesn't tie to your P&L.”
“How can you tell people that you can do SSO, even though the wording in the first page follows a bit of a circular logic, but then have a community page where it seems clear that SSO is not possible?”
“It's definitely an adjustment from QBO! I understand Xero's intention, but I think allowing JEs to show as account transactions (like spend/receive money) and then users can manually reconcile those and override the warning would be sufficient.”
“I just finished the Xero and will finishing the Level 2-3 Xero certification. I enjoy learning new skills even though I have no background in accounting.”
“I use the Xero’s API and had Claude build a dev that is hosted on GitHub and vercel. All of my financial data gets synced to a neon database and the web app I build with Claude pulls from it.”
“I've completed a couple of short placements within accountancy practices and currently do some freelance bookkeeping, where I've gained experience with Xero, Dext, bookkeeping, bank reconciliations, VAT, payroll and basic accounts preparation.”
“Delivery lead on high-visibility projects here -> I highly recommend migrating the monthly GL balances to NetSuite and keeping the detail in Xero with a limited view-only seat for as long as you need that data.”
“Hi i have signed up on a promotion to test the xero. Now after 4 months still they charging my credit card. Even though i removed the company when the promotion ends about 4 months ago but they still charge my card.”
“I've really been getting the sh!ts with Xero's limited MCP and API. It shouldn't be this hard. You should be able to appoint an agent and have it reconcile your accounts for you.”
“Our app has a one off download option from Xero including files/attachments. It includes an excel workbook with a sheet per data type, the same data as CSVs & JSON and every attachment has a link to its associated record.”
“Use MatchLedger to extract bank or cc pdf statements and creates csv for you readily importable to QBO or xero. I'm not sure if it supports QBD though.”
“So just import the monthly historical T/B changes and then keep 1 seat of Xero to lookup history. That's going to be way cheaper then paying a consulting $250/hr to migrate all the history.”
“Dext is probably your best bet right now since it feeds into QBD without forcing the Xero fight your partner won't have; Hubdoc is Xero-native so it only really shines once you make that switch. either way document capture is where you'll feel the biggest dent in manual keying.”
“Some of the gaps you’re seeing aren’t really reporting gaps; the data exists, but the relationship between records isn’t always obvious in the exports.”
“For all the transactions that have already been closed out, you don’t need to pull into NetSuite. If for whatever reason you need that info, you can temporarily reactivate your Xero account in the next 7 years before the retention period purges your data.”
“Reading the shortcomings you’re facing, I would encourage you to look at Xero’s API to extract the data you need. Batch payments are an endpoint in the API, and you may even be able to get attachments too.”
“I asked chatgpt a similar question as I'm sick of paying through the nose for Xero and the constant price increases for no added value to me. It suggested manager.io as a free local desktop app option.”