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: 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 ...