Using Templates:

Step 1: Access Templates

1. Visit https://accounting.bi/template-dashboards/.
2. Download the desired Excel template.

Step 2: Configure Power Query in Template

1. Open the downloaded Excel template.
2. Go to the Data tab and launch the Power Query Editor.
3. Locate the Bearer Token field below the table in the template.
4. Paste the recently generated Bearer Token into this field.

Step 3: Finalize Data Import

Your organization’s data will now be displayed accordingly within the template.