GET & REFRESH to Excel
Get used to generate reports and refresh data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs.
EDIT & POST from Excel
By acting as an effective platform through which data can be transferred from a spreadsheet to Xero and QuickBooks, with a single click, together with your spreadsheet as a supporting attachment, whether its a journal, an invoice, a bill, a purchase order or a bank transaction.
HELPING YOU EVERY STEP OF THE WAY …
Reports & Dashboards
DataDear gives additional power to finance teams and accounting practices – it LINKS your Xero, QuickBooks, WorkflowMax, HMRC companies to your spreadsheet
Maximise the potential of the cloud
Extend the cloud capabilities to your spreadsheet and keep using your reporting pack. No need to train your staff in other reporting packs – nothing beats Excel!
Boost your revenue across the practice
Faster generation of reports applied across all your clients – reduce your costs and engage with new clients moving to the cloud.
Create tailored reports connected to the cloud
Invest in a robust reporting pack for your practice or a consolidation model for a group of companies and populate the values with a refresh using DataDear.
Used by 5,000+ accountants & bookkeepers worldwide
DataDear is a powerful Excel toolbar connected to &
Connect your Xero Accounting and QuickBooks Online to your spreadsheet to refresh and push data directly from Excel
Rated 5 stars on the Xero and QuickBooks marketplace
Top 25 app in the Xero marketplace
Killer features for accountants
Key features which make DataDear the ideal companion for accountants using Xero and QuickBooks online accounting software
MULTIPLE PERIOD TRIAL BALANCE
Create the full trial balance in MTD or YTD for a number of months, quarters or years directly from your Excel.
MULTIPLE PERIOD P&L & BS
Generate multiple period Profit and Loss and Balance Sheet reports for your clients.
REPORT AGAINST TRACKING CATEGORIES
Generate reports and models for single or group of companies based on tracking categories / options
COLLABORATE WITH STAFF & CLIENTS
Share some or all Xero connections with your staff and clients. You can also share specific data tables & reports.
Refresh your report data with a click or activate automatic refresh to selected sheets.
ACCRUALS & PREPAYMENTS
Post all your accruals and prepayments, through 1 workbook with 1 simple click, with all supporting workings.
MIGRATE NEW CLIENTS & DATA
It is easier to migrate new clients using DataDear’s POST templates such as journals, invoices and bills.
CHART OF ACCOUNTS
Edit COA codes and descriptions, add new accounts or archive existing accounts directly from Excel.
Keep using your reporting packs by linking to your existing reports which are based in Excel.
CONSOLIDATING GROUP OF COMPANIES
Build Excel consolidation models and refresh data across a group of companies with a click.
You are a click away from connecting your Clients to DataDear Excel Add-In.
You can pull from and push data back in the cloud directly from your Excel.
TABLES & REPORTS
DataDear fully utlizes the integration giving you access to all tables & reports.
Your data remains securely stored on in your accounting software.