Enhanced reports in Xero and QuickBooks

Balance Sheet and P&L

Follow a figure without losing your place.

Open underlying details in a separate tab, highlight figures already visited and move directly from an account name to its setup.

Annotated QuickBooks Profit and Loss report showing a RachelsTools menu for clipboard export, enhanced drill-down and adjustment journals, clickable drill-down values and double-click account editing — Enhanced report controls shown on a QuickBooks Profit and Loss report; the same workflow supports Balance Sheet work.

Export to clipboard

Copy the report for use in your preferred spreadsheet or other software.

Enhanced drill-down

Click a value to open its detail and mark the visited figure so progress remains clear.

Edit the account

Double-click an account name to open its details for viewing or editing.

Adjustment journal

Enter the required balance and let RachelsTools prepare the journal needed to adjust it.

Aged debtors, creditors and receivables

Move from an aged balance to the relevant ledger.

The enhanced drill-down workflow also supports aged receivables, debtors and creditors reports, helping you investigate outstanding balances without losing your place.

Export the report to the clipboard from the RachelsTools menu.
Switch enhanced drill-down on or off for the report.
Click an ageing value to open its detail and mark the visited figure.
Click a customer or supplier name to open the relevant ledger directly.

Annotated QuickBooks accounts receivable ageing report showing RachelsTools clipboard export, enhanced drill-down, visited highlighting and direct customer-ledger access — Enhanced drill-down on a QuickBooks accounts receivable ageing report.