Excel Add-in-Blank File Method
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 Add-in.
For Organizational Users:
- The Microsoft Admin will install the Add-in and grant access to users.
Step 2: Access the Excel Add-in
- Click on the installed Accounting Bi Add-in.
- Generate reports by following the "How to Generate Profit and Loss Report" and "How to Generate Balance Sheet Report" guides.
Step 3: Connect to Accounting.Bi
- Navigate to Accounting.Bi and Sign in to open the Dashboard.
- Click on the Connectors tab.
- Copy the Bearer Token from the top right corner.
- Open the Excel Add-in and click on "Click here to open Bearer Token Popup".
![](https://desk.zoho.eu/galleryDocuments/edbsne001f023e61b326fc4a2bc4d1624b59e457b49bacc7c113c713b3526ec705099fb0bc6af60637fa7830fef45e0d117602e15fb5e10c2a92819c0863cdea8d396?inline=true)
- Paste the Bearer Token into the popup and save it.
- Select the desired report (e.g., Profit and Loss, Balance Sheet).
- Click on "View report" to display the data in Excel.Now your Data will be displayed Accordingly.(Example Displayed)
![](https://desk.zoho.eu/galleryDocuments/edbsne001f023e61b326fc4a2bc4d1624b59ecabd8155ea91f89ff67cc4d34e18e9e2063370d257719e7388fb881fe3bca6212ccebd1abc45e09f3a89b27c385360b5?inline=true)
![](https://desk.zoho.eu/galleryDocuments/edbsne001f023e61b326fc4a2bc4d1624b59e02b6b603e72ed8c3508a34292bcb430cd39903ddccd68f43099cd2a740c4dcd533443ae441ac9ed4be67a4d7c021ae31?inline=true)
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