power query trial balance
Is there a way to create a sql report for trial balance or some other form of report that can be downloaded by excel power query? Eg a website link that could be accessed privately by sending and excel query? It gets very tedious repeatedly downloading trial balances again and again.
3
votes
Edward Fisher
shared this idea
Hi team, I would recommend engaging our Developer community with you idea here where we have experts in the space of exporting and syncing data outside of Xero.
-
Edward Fisher
commented
I forgot to say that 36 month trial balances infrequently fail to load
-
Maria Daehn
commented
So many times you pick up erros that require changing which means you need to re-export, re-format, re-tweek. If you could "Get Data" from Excel it would be such a time saver