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Install XO Report

Every way to add XO Report to Excel or Google Sheets, what to do after it opens, and how an IT admin can roll it out for a team.

New to XO Report? Start with your free account

Sign in with Xero first (only your name and email are shared), then we take you straight to the install step. 14-day trial, no credit card.

Add XO Report from inside Excel

From inside ExcelMicrosoft MarketplaceExcel on your computerGoogle SheetsFor IT admins

Option 1: Add it from inside Excel

Works in Excel on Windows, Mac and the web.

  1. Open Excel and any workbook (a blank one is fine).

  2. On the Home tab, select Add-ins.

    Excel Home tab with the Add-ins button

  3. Type xo r in the search box, then select Add next to XO Report.

    Excel add-in search box with xo r typed in
    XO Report in the add-in search results, with its Add button

  4. Select XO Report on the Home tab. The XO Report pane opens on the right.

    XO Report button on the Excel Home tab

No search box, or XO Report not listed? Choose More Add-ins, search xo r in the Store, then select Add.

Option 2: Microsoft Marketplace

Open XO Report on Microsoft Marketplace and follow Microsoft's steps. Works for Excel on Windows, Mac and the web.

Open Microsoft Marketplace

Option 3: Excel on your computer

  1. From your welcome page or account page, click Open Excel on this computer.
  2. If your browser asks to open Excel, choose Open.
  3. If Excel shows a “Launch the add-in” page with no XO Report button, add it from inside Excel (Option 1).

Google Sheets

The same tables and reports in Google Sheets. Google Sheets has no custom formulas; formulas such as =XO.BALANCE are Excel only.

  1. Open XO Report on Google Workspace Marketplace, click Install and allow access.

    XO Report for Xero on Google Workspace Marketplace, with the Install button

  2. Open any spreadsheet, then choose Extensions > XO Report for Xero > Open Sidebar.

Open Google Workspace Marketplace

Get started in Google Sheets

  1. Click Connect to Xero, sign in on Xero's page and choose the organization to share.
  2. If the sidebar shows Start Free Trial, click it. The 14-day trial needs no credit card.
  3. In the Tables tab, choose a report or table, pick the organization and the dates, and click Insert. XO Report writes it into a new sheet.
  4. To refresh, open the Manage tab and click the refresh icon next to a table, or use Refresh All Tables.

Bank Transactions (Beta) works in Google Sheets too, with the same Summary and Detail views as in Excel.

Google permissions

The add-on asks for three: see and edit only the spreadsheet you have open, connect to the XO Report service, and show its sidebar. See Google Sheets add-on privacy for what is sent to our servers. Something not working in Google Sheets? See Google Sheets troubleshooting.

After it's installed

  1. If the XO pane isn't open, select XO Report on Excel's Home tab (in Google Sheets: Extensions > XO Report for Xero > Open Sidebar).
  2. Click Connect to Xero, sign in and choose your organisation.
  3. Click Allow access.
  4. Click Start Free Trial to begin your 14-day trial.

For IT admins: install for a team

Microsoft 365 Centralized Deployment adds XO Report to Excel for chosen users, groups or everyone. Nobody needs to install anything.

  1. Open the Microsoft 365 Admin Center.
  2. Go to Settings, Integrated Apps, Get Apps.
  3. Search for XO Report and select it.
  4. Assign it to specific users, groups or everyone.

It can take up to 24 hours to appear. Each person then connects their own Xero account.

Something not working?

Excel showed a “Launch the add-in” page, or the pane is missing? See installation troubleshooting.