Category · Reports

Can't get the report you need out of Xero or QuickBooks?

Margin by job, the same few numbers every Monday, or one of the reports Xero has said it won't build. Here's what Xero itself suggests, and two tools that put your numbers into Excel or Power BI so you can build the report once and refresh it.

Find your case Free to read. No sign-up. Last updated 27 Oct 2026.

Sound familiar?

Owners and bookkeepers asking recently, from public posts, paraphrased

A manufacturer on Xero wants the margin on each job by salesperson and by project manager

r/xero · 19 Oct 2026 · Read the thread →
A Monday revenue report to Slack stopped when the QuickBooks connector for Claude stopped working in the UK

r/QuickBooks · 16 Oct 2026 · Read the thread →
A business wants all its QuickBooks Online data in a database for Power BI

Freelancer.com job · 10 Oct 2026 · Read the job post →
Owners asking which KPIs are worth tracking at all

r/smallbusiness · 7 Oct 2026 · Read the thread →
A practice wants to compare Xero's tax return list with the ATO's list in bulk, in Excel

Xero Product Ideas · 10 Sep 2026 · Read the idea →

Five reports Xero has marked "Not in pipeline" (votes on Xero Product Ideas, as of 10 Oct 2026): Audit trail report 593 · Transactions with no attachment 300 · Line description on Account Transactions 271 · Repeating invoices 269 · Quantities by customer 261

Find your case

1. A report Xero won't build

What Xero's own team suggests on its ideas board

Quantities or line descriptions by customer: export the Receivable Invoice Details report and pivot it by contact and description in Excel.
Which transactions have no receipt: the Invoices and Bills list pages show which ones have a file attached.
Who changed a transaction: History & Notes shows that a record was edited and by whom. It doesn't show which field changed.
Repeating invoices: the repeating list has no export button, and Xero points to apps on its App Store.

Need one of these every month? Pull your Xero data into Excel or Power BI with one of the tools below and build the report once. Ask the maker first whether the data you need, such as invoice lines or journals, is included.

2. The same few numbers every week · 3. Your numbers in Excel or Power BI

Both tools below copy your Xero data into a database that Excel and Power BI read, so a report you build once refreshes itself.

Start with three to five numbers you'd act on: cash in the bank, money owed to you, sales this week, margin on finished jobs. A dashboard nobody opens doesn't help.

Created with Claude, reviewed by the team.

4. Getting Excel data into Xero

Xero's own manual journal CSV import handles one-off journals. For bulk imports with a check first, see Updating a client's product list in bulk? dataSights' Excel add-in can also post invoices and other records back to Xero, its pricing page says.

Tools worth a look

What each tool says about itself, from its own website or app listing, as of 24 Oct 2026; the dataSights prices and SyncHub review were checked again on 27 Oct 2026.

dataSights

Several Xero companies, or you want your reports in Excel or Power BI

Australia · Brisbane

Copies your Xero organisations into one database

Read it from Excel (Power Query or its Office add-in) or Power BI. Other reporting tools connect to its SQL database
Group numbers across companies, with intercompany eliminations
Lists 160+ other connectors, including QuickBooks Online, Shopify, Stripe and HubSpot. Data syncing for these is a separate plan, $295 a month for one system on its price calculator (currency not stated)
Rated 4.99 from 93 reviews on the Xero App Store

Xero consolidation from A$80 a month, priced per Xero entity ($130 a month for 5 on its price calculator, currency not stated) · 14-day trial, no cardVisit site → · Xero App Store →

SyncHub

Xero Projects, Payroll or Practice Manager data in Power BI or Excel

Country not stated on its site

Copies your Xero data into a managed data warehouse

Connects Xero, Xero Projects, Xero Payroll and Xero Practice Manager, its Xero App Store listing says
Sends the data to Power BI, Excel, Tableau, Google Sheets and others. Its site says it connects 70+ cloud services
Pick how often it syncs: on demand, weekly, daily, or every 15 minutes
Xero Projects data may help with margin by job
Xero App Store: 5.0 from 1 review (Dec 2022)

US$10 a month base, plus sync: on demand US$49 · weekly US$99 · daily US$149 · every 15 minutes US$299 a month (ex tax) · free trial, no cardVisit site → · Xero App Store →

Built a reporting tool for Xero or QuickBooks?

We list newer or niche tools that solve what owners and bookkeepers are asking about, using only what your own site says.

See what owners are asking →

Picking between them

Only need one report, once? Try the free route in case 1 first.
Several Xero companies, or you want Excel on top? dataSights.
Xero Projects, Payroll or Practice Manager data, or a weekly refresh is enough? SyncHub.

Created with Claude, reviewed by the team.

Sending monthly packs to clients? See Client reports taking too long to put together?

Can't find a tool for your report?

Tell us which report you need and which software you use, and we'll add it to what we look for.

Email us

info@in2fpa.com

How we pick

As shown on each tool's own site or app listing on 24 Oct 2026. dataSights' consolidation prices are in Australian dollars, stated on its consolidation page; its price calculator also offers other currencies and doesn't say which one its figures are in. SyncHub prices are in US dollars, excluding tax.

First Contact is a small marketing team. We aren't paid by any tool on this page and these aren't endorsements. We list newer or niche reporting tools, using only what each says on its own site. We leave out the established reporting platforms, because you already know them. Spotted something wrong, or want your tool listed? Email info@in2fpa.com.