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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)

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.

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