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Excel-Add-in-Template Method
Using Templates: Step 1: Access Templates Go to https://accounting.bi/template-dashboards/. Open the template that contains the desired data for Profit and Loss or Balance Sheet. Step 2: Configure the Bearer Token Click on the Bearer Token Popup ...
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 ...
Excel Power Query-Template Method
Using Templates: Step 1: Access Templates Visit https://accounting.bi/template-dashboards/. Download the desired Excel template. Step 2: Configure Power Query in Template Open the downloaded Excel template. Go to the Data tab and launch the Power ...
Excel-Power Query-Blank File Method
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 ...
Generating Chart of Accounts Report
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 ...