Documentation

Install XO Report and connect to Xero.

• Installation & Setup
• Quick Start

Use Excel formulas to pull Xero data into cells.

• XO.BALANCE
• XO.PROFIT
• XO.BUDGET
• XO.COA
• XO.CONTACTS

Insert invoices, contacts, and transactions as Excel tables.

• Invoices
• Contacts
• Payments
• Bills
• Accounts

Generate P&L, Balance Sheet, Trial Balance, Budget Summary, and more.

• Profit & Loss
• Balance Sheet
• Trial Balance
• Budget Summary
• Aged Receivables

Troubleshooting and frequently asked questions.

• Troubleshooting
• FAQ