Getting Started
Install XO Report and connect to Xero in under 5 minutes.
1Install from Microsoft AppSource
- Open Excel (desktop or web)
- Go to Insert → Add-ins → Get Add-ins
- Search for "XO Report"
- Click Add to install
XO Report will be available on AppSource soon.
2Connect to Xero
- Click the XO Report button in the Excel ribbon to open the task pane
- Click Connect to Xero
- Sign in to your Xero account (if not already signed in)
- Select the organization you want to connect
- Click Allow access
Note: You can connect multiple Xero organizations. Switch between them anytime from the task pane.
3Start Using XO Report
You're ready! Here are some things you can try:
Try a Custom Function
Type this formula in any cell to get an account balance:
=XO.BALANCE("4000", "2024-01-01", "2024-12-31")Insert a Data Table
In the task pane, go to Tables → select a table type (e.g., Invoices) → click Insert
Generate a Report
In the task pane, go to Reports → select report type → set date range → click Generate