New Ways To Sync with Reach Reporting


Reach Reporting has expanded its customer base!! Since our creation, we have synced only with QuickBooks Online and QuickBooks Desktop. Syncing with Quickbooks has worked well, and we are proud of what we created! Like all things, though, if you’re not moving forward, you are moving backward. With that in mind, in the last two weeks, our dev team has been working extra hours to add two additional ways to sync your data with Reach Reporting. You can now use the fantastic features of Reach Reporting with the data from your Xero Accounting Software and also with CSV trial balance. These additions are massive game changers!! We are so excited to be able to create stunning reports to even more CPAs, their clients, and business owners. 

Xero Accounting Software

Xero Accounting Software is a cloud-based accounting software created with small to medium-sized businesses in mind. It began in New Zealand in 2006 and has grown since then to boast over 1.8 million subscribers in 2019. 

Reach’s new ability to connect with Xero adds additional opportunities for our CPA clients. They now can provide our fantastic services to their Xero clients, just like they have been for their QBO or QBD clients. 

Since Xero was built for medium and small businesses in mind, we can now provide our amazing reports and dashboards to more business owners who keep their books. 

Syncing Xero with Reach Reporting takes only a few mouse clicks once logged into the software. Click here for all the details, the how-tos, and screenshots.

CSV Trial Balance 

‘CSV’ stands for Comma Separated Values. It is a spreadsheet format commonly used to export data from accounts packages. This feature was developed for advanced accountants who are typically using Excel or Google Sheets that export Trial Balance Data. Reach CSV Import will upload both the Income Statement and the Balance Sheet. That is a mouthful, so thankfully, we have created a help article with all the details. 

Reach’s new ability to sync with CSV is a huge step forward for our clients and us! It adds another way to help accountants, CFOs, and all CPAs provide amazing reports for their clients. 

As we continue to grow, expand, and add new features, we desire to bring Reach Reporting to as many people as possible. We believe our software can save time, save money, and improve the lives of our clients. 

Come check out what we can do your you, your business, and your client’s businesses. 

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