Xero FAQ's

Xero FAQ's Frequently Asked Questions

Frequently Asked Questions about XERO Integration

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How do I disconnect from Xero?

If you feel that Reach isn't the right fit, disconnecting from Reach can be done inside Xero or within the Reach app with ease.

xero connector

What doesn’t your integration do?

Reach Reporting simply connects to Xero to pull important financial information so that various statements, KPIs, Metrics, and Data can be used in creating truly custom reports and dashboards. Reach has the capability to include custom data and create calculations to build advanced reporting.

How do I manage billing?

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Easily manage your billing within the menu. Manage your plan easily. Reach Reporting has a 14-day trial period and No Contract.

How do I reconcile sales data synced to Xero?

Reach simply pulls data and doesn't do any form of pushing data to Xero or any form of reconciliation.

When and how does data sync occur?

After the first time connecting, your company will automatically sync when your data is updated within Xero, or you can manually sync your company files at any time by clicking on the sync button in the lower-left when the company is open within Reach Reporting. This will sync the last 3 years.

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- Need Additional Help?

Your success is important to us.

Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game. 

We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.

We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting. 

We are here focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated. 

Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.

Reach out to your Reach Reporting Rep and schedule a zoom meeting by clicking the meeting link in their email signature.

Or schedule an onboarding zoom call with Ryan Anderson, our Chief Architect, by going to the onboarding calendar

Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing support@reachreporting.com, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust. 

Need more access to Reach Reporting Resources?

Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.

Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.

Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.

Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.

Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.

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Competitor Comparisons: We have looked at all the reporting solutions on the market. We provide you with an in-depth look at Reach Reporting compared to some of the strongest competitors out there on our competitor comparison page

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We look forward to helping you build insightful reports,

The Reach Reporting Team.