There is certain information that is not available through the QuickBooks API, such as:

  • Last reconciliation status for bank and credit card accounts

  • Pending bank feed transactions

To fetch this information, Xenett Pulse uses a browser extension.

The extension helps Xenett Pulse pull additional reconciliation and banking-related data directly from QuickBooks and display it inside the diagnostic report.

Download here


Important Things To Remember

Before generating the diagnostic report:

  • Install the Xenett Pulse Browser Extension

  • Make sure you are logged into the correct QuickBooks company file

This is very important because the extension identifies the currently logged-in QuickBooks file and pulls data from that specific client.


Does The Extension Modify QuickBooks Data?

No.

The extension is read-only and does not create, edit, or delete any data inside QuickBooks.

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