Combine two accounting systems into one invoice table

CData's Dot pulled monthly invoiced totals from Xero for one business unit and QuickBooks Online for the other, checked currencies and invoice statuses matched, and returned one combined table for November 2025 to August 2026. March 2026 was strongest at $28,000 combined; the post notes the test account held demo data.

How it works

Query Xero and QuickBooks Online through the same plugin
Verify currencies and invoice statuses match
Total invoices by month for both units
Combine into one table with a strongest-month and divergence readout

Why it’s worth knowing

It reconciled two ledgers in one answer — the export-merge job bookkeepers dread.

Where it’s from

Summarized from a public post on cdata.com. See the original ↗

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