Frequently Asked Questions
Find answers to common questions about XO Report.
Getting Started
How do I install XO Report?
Open Excel, go to Insert → Get Add-ins, search for "XO Report" and click Add. You can also install directly from Microsoft AppSource.
Does XO Report work on Mac?
Yes! XO Report works on Excel for Windows, Mac, and Excel Online (web version).
Do I need a Xero account?
Yes, you need an active Xero account to connect and pull data. XO Report works with any Xero subscription level.
Pricing & Billing
Is there a free trial?
Yes! Every new user gets a 14-day free trial with access to up to 3 Xero organizations. No credit card required.
How does pricing work?
XO Report uses flat monthly pricing based on the number of Xero organizations you need. Solo ($9.90/mo) includes 1 org, Lite ($14.90/mo) includes 3 orgs, Pro ($29.90/mo) includes 10 orgs, and Max ($49.90/mo) includes 50 orgs.
Can I change my plan?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.
Do you offer refunds?
Yes, we offer a 30-day money-back guarantee. If you're not satisfied, contact us for a full refund.
Features & Functionality
What Xero data can I access?
You can access Chart of Accounts, Contacts, Invoices, Bills, Payments, Credit Notes, Financial Reports (P&L, Balance Sheet, Trial Balance), Tracking Categories, Tax Rates, and more.
Does the data update automatically?
Data refreshes when you recalculate your spreadsheet (F9 or Ctrl+Shift+F9). You can also use the Refresh button in the task pane to get the latest data.
Can I connect multiple Xero organizations?
Yes! Depending on your plan, you can connect 1 to 50+ Xero organizations. Data from different orgs can be in the same spreadsheet.
What's the difference between Functions and Tables?
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.
Security & Privacy
Is my Xero data secure?
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.
Can XO Report modify my Xero data?
No. XO Report has read-only access to your Xero data. We cannot create, modify, or delete any records in Xero.
How do I disconnect my Xero account?
Click Settings in the XO Report task pane, then click "Disconnect Xero". You can also revoke access from your Xero settings.
Troubleshooting
Why am I seeing #BUSY! in my cells?
This means the function is still loading data. Wait a few seconds. If it persists, try refreshing or check your internet connection.
Why am I getting a "Token expired" error?
Your Xero connection needs to be refreshed. Click "Reconnect" in the XO Report task pane to re-authorize.
The add-in isn't loading. What do I do?
Try closing and reopening Excel. If that doesn't work, go to Insert → My Add-ins, remove XO Report, and reinstall it.
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