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 ...
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 ...
Method 1: Using a Blank File Step 1: Generate Reports First, generate the Profit and Loss and Balance Sheet reports by following their respective guides. Step 2: Access Power Query Open Excel and go to the Data tab. Click on Get Data, then select ...