Coverage statement last reviewed .

This statement is dated because coverage changes when a source platform changes. When it changes, the statement is reviewed and the date above moves.

Object groups

What a run reports on

A run report is organised by object group. Each group has a state, and each state below is stated explicitly rather than implied.

Copied in a dated run
The group is covered for that platform, and every run reports a record count for it.
Not copied
The run does not read that record type. It falls outside every object group a run report uses.
Not yet published
No public coverage matrix exists for that platform. The supported object list for your organisation is confirmed in writing before a trial run.

No object group carries the first state on this page today, because no per-platform matrix is published yet. The two tables below give every row its current state.

Object groups a run report uses, and the state of each
Object group What a run reports for this group State
Accounts The account structure the run read. The count is one per account record. Not yet published
Transactions Dated ledger entries. The count is one per record written in the run. Not yet published
Contacts Customer and supplier records. The count is one per record written in the run. Not yet published
Attachments Files held against records. The count is read as files copied against files the source reported, so a shortfall appears as an exception. Not yet published

Record types a run does not read

Every row below is not copied. None of it belongs to an object group a run report uses, so no run produces a count for it and no exception is raised against it.

Record types outside the object groups
Record type Why it sits outside a run State
Payroll Payroll sits outside the ledger object groups a run report uses, so a run does not read it. Not copied
Bank feeds A bank feed is a live connection held by the source platform, not a ledger record the run can copy. Not copied
Users and permissions Who can sign in to the source platform, and what they can do there, stays at the source. Not copied
Report layouts A run copies records. Saved report customisations and views are rendering settings, not records. Not copied
Connected apps A run reads the authorised organisation at the source platform and nothing held outside it. Not copied

Per-platform coverage

Coverage by source platform

Coverage is defined per platform, because each platform exposes a different set of objects. Two platforms are in scope: QuickBooks Online and Xero.

QuickBooks Online

A public coverage matrix for QuickBooks Online is not published. The supported object list for your organisation is confirmed in writing before a trial run, and each dated run then reports that same list with counts and exceptions.

  • Published object matrixNot published.
  • Supported object listConfirmed in writing before a trial run.
  • Tested export or recovery routeNone listed.

Xero

A public coverage matrix for Xero is not published. The supported object list for your organisation is confirmed in writing before a trial run, and each dated run then reports that same list with counts and exceptions.

  • Published object matrixNot published.
  • Supported object listConfirmed in writing before a trial run.
  • Tested export or recovery routeNone listed.

How this section changes A matrix is published for a platform once the supported object list and the tested export boundary for that platform are settled. Until then this section says so, rather than describing coverage that is not fixed.

The boundary

Copied data is not a tested export

Copying a record means one thing. LedgerCopy holds an independent, dated copy of that record, written to storage outside the platform that produced it, and the run report states the group it belongs to and the count it was part of.

It does not mean an export of that record has been tested. It does not mean the record can be returned to QuickBooks Online or Xero. LedgerCopy does not write to a source platform, so nothing on this site describes a route back into one.

Export and recovery routes are listed on this page per platform, and only where they have been tested end to end. If no route is listed for a platform, no route is tested. Treat the absence of a listing as the answer, not as an omission.

Current state No export or recovery route is listed for QuickBooks Online or for Xero. A trial run produces an inspectable copy and a dated run report. It does not produce a tested export.

If that boundary matters to how your team plans continuity or review work, the next step is a scoping conversation. A trial request records your source platform and object scope, and the reply states what is supported for your organisation.

Request a trial

Limits

What LedgerCopy does not do

  • It does not replace QuickBooks Online or XeroThe source platform stays the system of record. LedgerCopy holds a copy beside it.
  • It does not restore data into the source platformA run reads from the source and writes to independent storage. There is no path in the other direction.
  • A completed run certifies nothingIt is a dated record of what was copied, with counts per object group and any exceptions raised. It is not an attestation and it is not an audit output.
  • Coverage is source-dependentA change at the source platform can change what a run is able to copy. The run report is where that change becomes visible, as a count that moves or an exception that appears.
  • It reports exceptions, it does not resolve themAn exception names the object group and the count. Fixing the cause happens in the source platform.

Fit

Who this is not for

Four situations where LedgerCopy is the wrong tool. Reading them now is cheaper than finding out during a trial.

  • Teams that need data written back into the ledgerLedgerCopy copies out of a platform. It does not put records back, and a trial will not change that.
  • Teams that need a certified or attested backupIf an external requirement asks for a certificate, an attestation, or a compliance statement, LedgerCopy does not issue one.
  • Organisations on other platformsQuickBooks Online and Xero are the platforms in scope. No other source is supported.
  • Anyone who wants a single status lightThe run report is the product: source, completion time, object groups, counts, exceptions. Reading it takes a minute, and that minute is the point.

Common questions

Questions controllers ask first

What exactly does LedgerCopy copy from my platform?

A run copies records that belong to a supported object group and writes them to storage independent of the source platform. The object groups a run report uses are accounts, transactions, contacts, and attachments. Which of those groups are supported for your organisation is source-dependent, and the supported list is confirmed in writing before a trial run. Records outside every supported object group are not copied.

See what a run reports, field by field

What access does it need, and how do I revoke it?

LedgerCopy reads one authorised organisation at the source platform with read-only access. The connection is an authorisation granted at the source platform, not a stored password, and LedgerCopy does not write to the source. You revoke it at the source platform, in the same place it was granted, and a revoked authorisation stops the next run.

Read how data is handled between runs

Is the copy a backup I can restore from?

The copy is an independent, dated copy of supported records, held outside the platform that produced it. It is not a restore path. LedgerCopy does not write to QuickBooks Online or Xero, and a completed run is a record of what was copied rather than evidence that an export has been tested. Export and recovery routes are listed on this page per platform, and only where they have been tested.

Read where the export boundary falls

What is an exception, and what do I do about one?

An exception is a record or object group that a run could not copy completely, or copied with a difference the source reported. It is raised against the group it belongs to and carries a count, so the size of the gap is readable without opening the source. The following run retries the group. LedgerCopy names the group and the count; the cause sits in the source platform and is resolved there.

See how exceptions are reported and retried

What does it cost?

LedgerCopy is a recurring subscription per connected company file, not per seat. People who read run reports are not charged for. The price for your file is set during trial scoping, once the source platform and the object scope are known.

Read the pricing model

What happens if a run fails?

A run that cannot complete is reported as incomplete rather than closed. Its dated record still states what was copied before the run stopped, per object group, so the last known copy state stays readable. Each run is recorded separately and dated, so an incomplete run does not replace the last completed one.

See how a run is recorded

LedgerCopy trial

Confirm coverage for your organisation.

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.

What to have ready

  • Which organisation or company file the copy would cover.
  • Who can authorise a read-only connection at the source platform.
  • Which object groups you check at close.
Source platform (optional)

The trial runs for 14 days. No credit card is required to start it.

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