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 XeroPull a live P&L into Excel with XO.PROFIT — multi-period, multi-org, and tracking-category breakdowns.
- 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 split and date-range control.
- Aged Receivables in Excel from XeroPer-customer aging analysis pulled live from Xero — 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.PROFIT 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.
- Scheduled refresh patterns for Xero data in ExcelAutomate refreshes using Task Scheduler, Office Scripts, and workflow tools.
- Build your first Xero report in Excel — beginner walkthroughEnd-to-end: install the add-in, connect to Xero, and build a variance table in under 15 minutes.
- XO Report formulas cheatsheet — all 11 functionsQuick-reference card for every XO function with syntax, parameters, and example output. Downloadable PDF.
Custom Functions
Reference docs for every XO formula — syntax, parameters, and live-data examples.
- Custom Functions — overviewAll 11 XO functions 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 Xero budget data by tracking category, 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 ledger transactionsPull the detailed transaction ledger for any Xero account and date range.
- XO.LITEM — line-item transaction detailRetrieve individual invoice or bill line items with full coding detail.
- XO.ORG — organisation detailsReturn name, country, tax basis, and other Xero organisation metadata.
- XO.PROFIT — Profit & Loss data by periodPull income and expense totals from Xero for any date range or tracking category.
- 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 — overviewAll 12 table types 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.
- Merge workflow — combine tables across orgsHow to use VSTACK or Power Query to merge tables from multiple Xero organisations.
Report Documentation
Technical reference for the built-in task-pane reports — parameters, column settings, and tips.
- Reports — overviewAll eight task-pane report types 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 settingsDate range, account filter, and debit/credit display options.
- Aged Receivables report — parameters and settingsAging buckets, contact filter, and currency settings for receivables.
- Aged Payables report — parameters and settingsAging buckets, supplier filter, and currency settings for payables.
- Budget Summary report — parameters and settingsBudget period, tracking category, and comparison options.
- Bank Summary report — parameters and settingsDate range and account selection for the bank reconciliation summary.
- 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 teamInvite colleagues to use XO Report under your subscription.
- 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.
- Quick-start guide — install and connect in 5 minutesStep-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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