Excel Add-in-Blank File Method

Excel Add-in-Blank File Method

Method 1: Using a Blank File

Step 1: Install the Excel Add-in

For Single Users:

  1. Open Excel Desktop or Excel Web.
  2. Navigate to the Home tab.
  3. Go to the Add-in section and click on "+More Add-ins".

  4. Search for "Accounting.Bi" and install the Accounting Bi Add-in.

For Organizational Users:

  1. The Microsoft Admin will install the Add-in and grant access to users.

Step 2: Access the Excel Add-in

  1. Click on the installed Accounting Bi Add-in.
  2. 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

  1. Navigate to Accounting.Bi and Sign in to open the Dashboard.
  2. Click on the Connectors tab.

  3. Copy the Bearer Token from the top right corner.

Step 4: Configure the Excel Add-in

  1. Open the Excel Add-in and click on "Click here to open Bearer Token Popup".   
  2. Paste the Bearer Token into the popup and save it.

  3. Select the desired report (e.g., Profit and Loss, Balance Sheet).
  4. Click on "View report" to display the data in Excel.Now your Data will be displayed Accordingly.(Example Displayed)

       

       

 

Reference You Tube link For Installing Excel Add-in:https://youtu.be/ntV0WhomkAk?si=tXbIEdjsMEqHTigt

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