Connect the source
Authorise a supported QuickBooks Online or Xero organisation with read-only access. Access is revoked at the source platform at any time.
Daily Copy
LedgerCopy maintains a dated, inspectable copy of supported QuickBooks Online or Xero data. Each run records its source, completion time, supported object groups, record counts, and exceptions, so copy status can be read outside the ledger platform that produced it.
The trial runs for 14 days. No credit card is required to start it.
Outcome: complete with exceptions
| Object group | Records | Result |
|---|---|---|
| Accounts | 94 | Copied |
| Transactions | 17,906 | Copied |
| Contacts | 642 | Copied |
| Attachments | 1,284 / 1,301 | Review |
Coverage note 17 attachments are recorded as an exception on this run. A completed run is a record of what was copied, not a tested export.
Run report
A run report is a specification, not a status light. Every dated run records the same five things about the copy it made.
Mechanism
Read-only at the source, independent in storage, and inspectable after every run.
Authorise a supported QuickBooks Online or Xero organisation with read-only access. Access is revoked at the source platform at any time.
LedgerCopy collects supported records into independent storage and records the result per object group.
Completion time, record counts, and exceptions stay together in one dated record.
Coverage and boundary
A run report is organised by object group. The groups below are the taxonomy a report uses. Which of them are covered for a given organisation is source-dependent and is confirmed in writing before a trial run.
Definition
An exception is a record or object group that a run could not copy completely, or copied with a difference that the source reported. It is raised against the group it belongs to, and it carries a count.
Causes are source-dependent: a permission the authorisation does not cover, a source API limit reached mid-run, or an object the source did not return. LedgerCopy names the group and the count rather than diagnosing the source.
An exception stays attached to the dated run that raised it. The following run retries the group, and a run that cannot complete is reported as incomplete rather than closed.
Pricing model
LedgerCopy is a recurring subscription per connected company file, not per seat. The price for your file is set during trial scoping, once the source platform and the object scope are known. People who read run reports are not charged for.
LedgerCopy trial
A trial conversation establishes four things: the source platform you use, the ledger objects that matter to you, the cadence you need, and the review or continuity workflow the copy has to fit.