Troubleshooting
Solutions for common XO Report issues. Can't find what you need? Contact support.
Error Codes
#NAME?Formula not recognized
Check spelling of the function name. Make sure it starts with "XO." Try clicking Refresh All in the task pane.
#XO_CONNECT!No Xero connection
Open the XO Report task pane and click Connect to Xero. Sign in if prompted.
#XO_ORG!Organization not found
Verify the Org ID using =XO.ORG() function. Check if the organization is still connected in Settings > Organizations.
#XO_DATES!Invalid date range
Check that both date cells contain valid dates. Ensure start date is before end date. Use cell references instead of typed dates.
#XO_TRACKING!Tracking option not found
Verify the tracking category and option names match exactly as shown in Xero. Check spelling and capitalization.
#XO_NOTFOUND!Code not found in Xero
Check the account code, contact name, or item code exists in Xero. Verify spelling matches exactly.
#XO_ERROR!Unexpected error
Try refreshing data or reconnecting to Xero. If the issue persists, check the Xero status page for outages.
Common Issues
Table won't refresh
Make sure your cursor is inside the table. The Refresh button is context-aware.
Missing data in table
Verify the date range covers the period you need. Check status filters are not too restrictive.
Slow loading
Use narrower date ranges. Large date ranges fetch more data and take longer.
Duplicate rows
Check if multiple organizations are selected. Each org's data is combined into one table.
Custom column formulas lost
Make sure the formula is in the first row of the custom column. This formula is used as the template for all rows on refresh.
Report looks different from Xero
XO Report uses Xero's standard layout format for consistency. Account groupings may differ from customized Xero reports.
Add-in not appearing
Go to Insert > Add-ins > My Add-ins and check if XO Report is installed. Try removing and reinstalling from AppSource.
Connection keeps disconnecting
Xero OAuth tokens expire after 30 days of inactivity. Reconnect to Xero from the task pane.
Date Handling Best Practices
For the most reliable results, always use cell references containing dates rather than typed date strings.
=XO.BALANCE(A2, "4000", C1, D1)where C1, D1 contain dates=XO.BALANCE(A2, "4000", DATE(2025,1,1), DATE(2025,12,31))DATE() function works=XO.BALANCE(A2, "4000", "2025-01-01", ...)String dates are rejectedStill Need Help?
If you can't find a solution here, please contact our support team.
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