Resources
Guides, function references, report templates, and comparisons: everything you need to get the most out of XO Report.
Guides & Tutorials
Step-by-step walkthroughs for getting Xero data into Excel, from a quick export to a live recurring report.
- Xero to Excel: complete workflow guideThe full picture: five methods compared, live-formula approach explained, and links to every report type.
- Profit & Loss in Excel from XeroInsert a P&L report or build a custom layout with XO.BALANCE and XO.PROFIT.
- Balance Sheet in Excel from XeroBuild a live Balance Sheet report using XO.BALANCE with date and account filters.
- Trial Balance in Excel from XeroExport a live Trial Balance from Xero into Excel, with debit/credit balances as of a selected date.
- Aged Receivables in Excel from XeroEvery customer's aged balance pulled live from Xero, with a per-customer drill-down. No CSV exports required.
- Multi-entity Consolidation in ExcelConsolidate financials across multiple Xero organisations into one Excel workbook.
- Budget vs Actual Variance in ExcelCompare actuals to budget with XO.BUDGET and XO.BALANCE side by side in Excel.
- How to export Xero data to Excel: 5 methodsManual export, Reports tab, Power Query, data connectors, and live add-in formulas compared.
- Live Xero data in Excel: control-cell patternDesign a dynamic workbook where a single date cell drives every formula in the sheet.
- Build your first Xero report in Excel: beginner walkthroughEnd-to-end: install the add-in, connect to Xero, and build a variance table.
- XO Report formulas cheatsheet: every functionQuick-reference card for every XO function with syntax, parameters, and example output. Downloadable PDF.
- How to connect Xero to ExcelWhat the OAuth link grants, adding organisations, disconnecting and signing out.
- Xero reports in Excel: every report, kept liveEvery task-pane report, which date type each uses, and how to keep them live on refresh.
Custom Functions
Reference docs for every XO formula: syntax, parameters, and live-data examples.
- Custom Functions: overviewEvery XO function at a glance with links to individual reference pages.
- XO.BALANCE: pull a live account balanceRetrieve any Xero account balance for a given date and organisation.
- XO.BUDGET: pull budget figures by accountRead a named Xero budget by account and period.
- XO.COA: fetch your chart of accountsReturns account codes, names, and types from your Xero chart of accounts.
- XO.CONTACTS: list Xero contactsPull customers, suppliers, and contact details from Xero into Excel.
- XO.CURRENCIES: list active currenciesReturns the currencies enabled in your Xero organisation.
- XO.LACCOUNT: account property lookupLook up the name, type, class, status, description, or tax type of an account.
- XO.LITEM: item property lookupLook up the name, description, price, or status of an inventory item.
- XO.ORG: connected organisationsList the shortcodes and names of connected Xero organisations.
- XO.PROFIT: net income by periodPull Net Income from the Xero P&L for a date range, with optional tracking filters.
- XO.TAXRATES: list tax ratesReturns the tax rates configured in your Xero organisation.
- XO.TRACKING: tracking categories and optionsFetch tracking category names and their options from Xero.
Data Tables
Insert live Xero data as Excel tables: invoices, contacts, transactions, and more.
- Data Tables: overviewEvery table type at a glance: what data each pulls and when to use them.
- Organisations table: multi-entity listInsert a table of all Xero organisations connected to your account.
- Accounts table: chart of accountsInsert a full chart-of-accounts table with codes, names, and types.
- Contacts table: customers and suppliersPull all contacts (customers, suppliers) from Xero as a structured table.
- Items table: products and servicesInsert a table of the items (products/services) in your Xero catalogue.
- Tracking table: tracking categoriesPull tracking categories and options as a reference table.
- Tax rates table: all configured ratesInsert a table of tax rates from your Xero organisation.
- Currencies table: active currenciesPull the list of currencies enabled in Xero.
- Invoices table: live invoice dataInsert a filtered table of invoices with status, amounts, and due dates.
- Bills table: accounts payablePull outstanding and paid bills from Xero into an Excel table.
- Credit notes tableInsert a table of credit notes with allocation and balance detail.
- Payments table: received and madePull payment records for invoices and bills from Xero.
- Bank Transactions table (Beta)All money in and out of your Xero bank accounts in one table, checked against Bank Summary.
- Quotes table: sales quotes by statusPull Xero sales quotes for up to a year, filtered by status, one row per quote or per quote line.
- Purchase Orders table: open and billed ordersPull Xero purchase orders by order date and status, one row per order, to see what is committed but not yet billed.
- Manual Journals table: journal linesPull Xero manual journals one row per line, with debit, credit, tracking and tax, for accruals and adjustments.
- Merge workflow: combine invoices and billsHow to use VSTACK to combine Invoices and Bills tables into one view.
Report Documentation
Technical reference for the built-in task-pane reports: parameters, column settings, and tips.
- Reports overviewEvery task-pane report type with links to individual reference pages.
- Profit & Loss report: parameters and settingsColumn layout, comparison period, and tracking-category options for the P&L report.
- Balance Sheet report: parameters and settingsDate, account grouping, and organisation options for the Balance Sheet report.
- Trial Balance report: parameters and settingsAs-of date and cash-basis settings, with debit/credit and year-to-date output.
- Aged Receivables report: parameters and settingsSummary or Detail view, aging bands, and base-currency valuation for all customers.
- Aged Payables report: parameters and settingsSummary or Detail view, aging bands, and base-currency valuation for all suppliers.
- Aged Receivables by Contact report: parameters and settingsContact picker, date filter, and overdue status for one customer.
- Aged Payables by Contact report: parameters and settingsContact picker, date filter, and overdue status for one supplier.
- Budget Summary report: parameters and settingsStart month and future periods for the Overall Budget.
- Bank Summary report: parameters and settingsDate range settings and bank-account activity output.
- Executive Summary report: parameters and settingsKPI metrics and layout options for the executive-level overview report.
- Date presets: built-in date shortcutsReference for all built-in date presets (This Month, Last Quarter, YTD, etc.) and how they map to financial years.
Account & Subscription
How to manage your XO Report subscription, organisations, and team access.
- Account: overviewYour account portal: subscription, organisations, and collaborators at a glance.
- Managing organisations: connect and disconnect XeroAdd or remove Xero organisations from your XO Report account.
- Subscription: plans, billing, and upgradesChange plan, view invoices, and manage your Stripe billing from the account portal.
- Collaborators: share access with your teamUnderstand shared access for colleagues connected to the same Xero organisations.
- Delete your account: data removalHow to cancel your subscription and permanently delete your account data.
Comparisons
How XO Report stacks up against alternatives: feature tables, pricing, and use-case guidance.
- Compare solutions: overviewSide-by-side feature and pricing comparison of XO Report vs all major alternatives.
- Best Xero Excel add-ins in 2026: buyer's guideComprehensive review of every Xero-to-Excel tool: XO Report, Scott's Add-ins, Flex, and more.
- XO Report vs Scott's Add-insFeature, pricing, and use-case comparison for the two leading Xero Excel add-ins.
- XO Report vs Flex FinancialCompare XO Report with Flex for FP&A and reporting workflows.
- XO Report vs DataDear: migration guideDataDear is discontinued. How to migrate your Excel reports to XO Report.
- XO Report vs Coupler.ioXero add-in formula approach vs Coupler.io data pipeline: when to use each.
- XO Report vs CData Excel Add-In for XeroCompare XO Report with CData for live Xero data in Excel.
- XO Report vs CoefficientSheets-first vs Excel-first: compare XO Report and Coefficient for Xero reporting.
- XO Report vs G-AcconCompare XO Report with G-Accon for live Xero financial data in spreadsheets.
- XO Report vs manual CSV export from XeroWhy live formulas beat manual exports for recurring Xero reports.
- XO Report vs Xero data connectors (Power Query)Formula-based live data vs Power Query connectors: trade-offs for finance teams.
Getting Started & Support
Install the add-in, follow the quick-start guide, and find answers to common questions.
- Documentation homeThe full XO Report documentation index: functions, tables, reports, and account guides.
- Install guide: every way to add XO ReportFrom inside Excel, Microsoft Marketplace, Excel on your computer, Google Sheets, and IT admin team deployment.
- Quick-start guide: install and connectStep-by-step: install from Microsoft AppSource, connect to Xero, and run your first formula.
- Frequently asked questionsAnswers to common questions about plans, compatibility, data refresh, and security.
- Troubleshooting guideFix common issues: add-in not loading, connection errors, formula returning #VALUE!, and more.
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