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XO.COA

Get the Chart of Accounts for an organization. By default returns only Active accounts. Returns a table with 12 columns that spills into Excel.

Syntax

=XO.COA(org_id, [include_archived])

Parameters

ParameterRequiredDescription
org_idYesOrganization ID from XO.ORG()
include_archivedNo0 = Active accounts only (default), 1 = All accounts including archived

Returns

A table with 12 columns:

Org ID
Org Name
Code
Name
Type
Class
Status
Description
TaxType
ReportingCode
ReportingCodeName
CurrencyCode

Examples

Active accounts only:

=XO.COA(A2)

Returns a spilling table of all active GL accounts.

Code
Name
Type
Class
4000
Sales
REVENUE
REVENUE
4100
Consulting
REVENUE
REVENUE
6200
Office Rent
EXPENSE
EXPENSE

Include archived accounts:

=XO.COA(A2, 1)

Multi-Organization Support

To get the Chart of Accounts for multiple organizations in a single table, use the Functions pane to select multiple orgs. XO Report will create a VSTACK formula:

=VSTACK(XO.COA("ABC"), DROP(XO.COA("DEF"),1), DROP(XO.COA("GHI"),1))

The formula uses DROP(...,1) to skip header rows from subsequent orgs.

Troubleshooting

If you see an error, check the troubleshooting guide. XO Report shows readable guidance messages for connection issues (not caught by IFERROR) and standard Excel errors (#VALUE!, #N/A) for data problems — hover over the cell to see the specific message.

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