Connect Your Organization Ensure your organization is connected to Accounting Bi. If not, follow the guide "Connecting Accounting Bi to Xero". Generate the Chart of Accounts Report Ensure the Chart of Accounts report has already been generated. Refer ...
Connect the Organization Ensure your organization is connected to Accounting Bi as per the connection guide on "Connecting Accounting Bi to Xero". Access the Report Section On the Accounting Bi dashboard, click on the "Reports" section. Select the ...
Method 1: Using a Blank File Step 1: Install the Excel Add-in For Single Users: Open Excel Desktop or Excel Web. Navigate to the Home tab. Go to the Add-in section and click on "+More Add-ins". Search for "Accounting.Bi" and install the Accounting Bi ...