Quick Start Guide

Open Excel and go to Insert → Get Add-ins. Search for "XO Report" and click Add.

Or install directly from Microsoft AppSource.

Click the XO Report icon in the ribbon to open the task pane. Click Connect to Xero and sign in with your Xero credentials.

Select which Xero organizations you want to access and authorize the connection.

Type this formula in any cell to see your connected organizations:

This returns a table with your Org ID and Org Name. Use the Org ID in other formulas.

Now try getting your Chart of Accounts. In a new cell, type:

Where A2 is the cell containing your Org ID from step 3.