Frequently Asked Questions

Add it from inside Excel. Open Excel and any workbook, choose Home → Add-ins, type xo r in the search box, then select Add next to XO Report. Then select XO Report on the Home tab and the pane opens. If there is no search box or no result, choose More Add-ins, search the Store for xo r, then select Add.

Install guide

Yes. XO Report works in Excel on Windows, Mac and the web (Excel Online), and in Google Sheets.

Yes, you need an active Xero account to connect and pull data. XO Report works with any Xero subscription level.

Click Connect to Xero in the XO Report pane and sign in on Xero’s own page. Xero adds one organisation per sign-in, so repeat Add organization for each company you want in your workbooks.

Connect Xero to Excel

Yes. Install the XO Report add-on from the Google Workspace Marketplace. It has all the same reports and tables, with the same plans, 14-day free trial and prices. Custom formulas such as =XO.BALANCE are Excel only. See the Google Sheets section of the install guide for setup steps.

Xero to Google Sheets

No. The Google Sheets add-on has no custom formulas; formulas such as =XO.BALANCE are Excel only. In Google Sheets you insert tables and reports from the sidebar and refresh them from the Manage tab.

Three: see and edit only the spreadsheet you have open, connect to the XO Report service, and show its sidebar. The privacy policy explains what is sent to our servers.

Yes. The same plans, prices and 14-day free trial apply. See the pricing page for details.

Yes. Every new user gets a 14-day free trial with every feature. No credit card required.

Prices are in US dollars and every plan includes unlimited users. XO Report uses flat monthly pricing based on the number of Xero organizations you need: Solo $9.90/month (1 organization), Lite $14.90/month (3), Pro $29.90/month (10), Business $49.90/month (25), and Max $99.90/month (50). For more than 50 organizations, contact us about Enterprise (custom) pricing.

Pricing

There is no free plan. To keep pulling Xero data after the 14 days, pick the plan that covers your organisations; the smallest, Solo, is US$9.90 a month for one organisation.

No. Every plan includes unlimited users. A colleague who connects an organisation that is on your plan can use it at no extra cost, without a plan of their own.

Collaborator access

Yes, you can upgrade or downgrade your plan at any time. Changes are pro-rated, so you only pay for the time remaining on each plan.

Yes, we offer a 30-day money-back guarantee. If you're not satisfied, contact us for a full refund.

The chart of accounts, contacts, invoices, bills, payments, credit notes, bank transactions, quotes, purchase orders, manual journals, items, tracking categories, tax rates and currencies, plus the financial reports (Profit & Loss, Balance Sheet, Trial Balance and more).

Data tables

Profit & Loss, Balance Sheet, Trial Balance, Budget Summary, Executive Summary, Bank Summary and the aged receivables and payables reports. Each one lands as a table you can filter, pivot and refresh.

Xero reports in Excel

Yes. For most tables and reports, tick several organisations and they come back in one table, with columns showing which company each row belongs to. The aged receivables and payables reports take one organisation at a time. In Excel, each formula takes an organisation, so you can put companies side by side and add them up.

Multi-company reporting

Click the Refresh button in the XO Report task pane to pull the latest data from Xero. Between refreshes, report figures can be up to about 35 minutes behind (up to 30 minutes from our servers, plus a few minutes held in your workbook). Recalculating in Excel (F9 or Ctrl+Alt+F9) re-runs your formulas but may reuse those figures. It does not guarantee new data, so use Refresh when you need the latest.

Live Xero data in Excel

Yes. Depending on your plan, you can connect 1 to 50+ Xero organizations. Data from different orgs can be in the same spreadsheet.

Functions (like =XO.BALANCE) return specific values you can use in calculations. Tables pull complete datasets (like all invoices) as Excel tables for filtering and analysis.

Custom functions

Yes. We use OAuth 2.0 for authentication (we never see your Xero password), all data is encrypted in transit, and we don't store your Xero data on our servers beyond temporary caching.

Security

No. XO Report has read-only access to your Xero data. We cannot create, modify, or delete any records in Xero.

To sign out: open the XO Report task pane → Settings → Advanced → Sign Out. To disconnect a specific organization: visit your account portal at xo-report.com/account. You can also revoke access from your Xero settings.

Managing organizations

This means the function is still loading data. Wait a few seconds. If it persists, try refreshing or check your internet connection.

Your Xero sign-in needs renewing. Open Settings in the XO Report pane and click Reconnect next to the organisation to sign in to Xero again.

Xero resets its Demo Company every 28 days, which creates a new organization, so XO Report shows the old one as Not connected. Disconnect the old Demo Company in your account, then add the new one from the add-in. On a paid plan, disconnecting starts a 30-day cooldown; see Managing Organizations in the Account docs for the details.

Try closing and reopening Excel. If that doesn't work, go to Home → Add-ins and check whether XO Report is listed. If it is missing, add it again: type xo r in the search box and select Add next to XO Report.

Troubleshooting