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Accounting Data for Native Connectors

This article explains which accounting data we can pull from each supported system. 

Find your system in the table below to see what is included.

What Each Data Type Includes

  • Financial statements: Balance sheets and income statements by year, month, and interim period. Class views are included where your system uses them.
  • Transactions: Every transaction for the time period you select. Large data sets can slow down how quickly your workbook is created.
  • Accounts payable: Payable data and A/P analyses.
  • Accounts receivable: Receivable data and A/R analyses.

Accounting System

Financial Statements Transactions Accounts Payable Accounts Receivable
QuickBooks Online Yes Yes Yes Yes
QuickBooks Desktop Yes Yes Yes Yes
Sage Intacct Yes  Yes Yes Yes
Xero Yes  Yes Yes Yes
NetSuite Yes Yes Yes Yes
MYOB Business (Beta) Yes Yes No No
Microsoft Business Central (Beta) Yes Yes No No
Excel Template Upload Yes No No No

Other Considerations

  • Microsoft Business Central (Beta): Accounts payable and accounts receivable are not available.
  • Excel Template Upload: Only financial statements are available. Transactions, accounts payable, and accounts receivable are not available for Excel uploads. For additional information about this feature, click here.
  • Beta systems: MYOB Business and Microsoft Business Central are in beta. Available data may change as these integrations mature.