AccountantSync Now Supports Xero and Spreadsheet Uploads — The Universal Trial Balance Bridge Is Here

If you've been following AccountantSync, you know us as the bridge between QuickBooks Online and UltraTax CS. One click to pull your client's trial balance, map it to the right tax codes, and move on with your life.

Today, we're expanding that bridge — significantly.

AccountantSync now supports Xero integration and direct spreadsheet uploads, making it the universal trial balance bridge for any firm that prepares returns in Thomson Reuters UltraTax CS.

Whether your clients keep their books in QuickBooks Online, Xero, or a system that exports to CSV or Excel, AccountantSync now gets that data into UltraTax CS without the manual re-keying that eats up your team's time every engagement.

Why This Matters for Your Firm

Let's be direct about the problem. Every tax engagement that involves UltraTax CS starts with the same bottleneck: getting trial balance data out of your client's general ledger and into UltraTax in a format it can actually use.

For most firms, that process looks like this: export a report from the GL, open UltraTax, and manually key in every line — account by account, balance by balance. Depending on the complexity of the client, that's anywhere from 30 minutes to well over an hour of tedious, error-prone work. Multiply that across dozens or hundreds of clients, and you're looking at one of the biggest hidden time sinks in your entire tax workflow.

AccountantSync eliminates that step. For every client. Regardless of where the books are kept.

What's New

Xero Integration

Firms with clients on Xero can now connect directly through AccountantSync, just like they've been doing with QuickBooks Online. Authorize the connection, select the client, and pull the trial balance — AccountantSync handles the mapping to UltraTax CS tax codes automatically.

This is especially relevant for firms that serve a mixed client base. If some of your clients use QuickBooks Online and others use Xero, you no longer need two different workflows. AccountantSync standardizes the process regardless of the source.

Spreadsheet Uploads

Not every client uses a cloud-based GL. Some use desktop software. Some use industry-specific systems. Some hand you a spreadsheet they've been maintaining since 2014.

With AccountantSync's new spreadsheet upload feature, you can import a trial balance from any CSV or Excel file starting with a sample download template and then map it into UltraTax CS through the same streamlined interface. Upload the file, confirm the column mapping, and let AccountantSync do the rest.

This means AccountantSync is no longer limited to specific integrations. If you can get the data into a spreadsheet — and you almost always can — you can get it into UltraTax CS through AccountantSync.

The Practical Impact

The firms already using AccountantSync with QuickBooks Online report saving roughly an hour per client on trial balance data entry. That math doesn't change with Xero or spreadsheet uploads — the time savings come from eliminating the manual keying step, and that step is the same regardless of the data source.

For a firm handling 200 clients during tax season, that's 200 hours returned to your team. Hours that can go toward advisory work, client communication, or simply getting home at a reasonable hour during the busiest months of the year.

Beyond the time savings, there's the accuracy factor. Manual data entry introduces transcription errors — transposed digits, misallocated balances, accounts mapped to the wrong tax code. These errors create downstream problems that are often harder to find than they were to prevent. AccountantSync's automated mapping reduces that risk substantially.

Who Should Pay Attention

This update is particularly relevant if your firm fits any of these descriptions:

Mixed GL environment: Your clients use a combination of QuickBooks Online, Xero, and other systems, and you've been managing different workflows for each.
Desktop GL clients: You have clients on QuickBooks Desktop, Sage, or other systems that don't have direct cloud integrations, but can export to spreadsheets.
Growing firms: You're adding clients and the manual data entry workload is scaling faster than your team.
UltraTax CS shops: You're committed to Thomson Reuters for tax prep and want a faster path from books to return.

Getting Started

AccountantSync offers a free tier — you can connect and process trial balances for 2 clients at no cost. No credit card required, no time limit on the trial. This gives you enough room to test the workflow with real client data before making any commitment.

If you're already an AccountantSync user with QuickBooks Online, Xero and spreadsheet upload are available in your existing account. Log in and you'll see the new connection options on your dashboard.

If you're new to AccountantSync, the setup takes less than five minutes. Connect your first client's GL (or upload a spreadsheet), walk through the account mapping, and see how much faster the trial balance import can be.

Start your free trial — 2 clients free →

AccountantSync is the fastest way to move trial balance data from QuickBooks Online, Xero, or any spreadsheet into Thomson Reuters UltraTax CS. Built for accounting firms that are done with manual data entry.