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General advice and guides from our accounting experts.

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Updating Existing Reports with New Accounting.bi Data (Profit & Loss, Balance Sheet)

Need to update your Excel reports that use Accounting.bi's Xero data? This guide shows you how to refresh them with the latest information using Excel's Power Query Editor.
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Understanding AccountingBi Report Statuses

This article explains the different statuses you might encounter when running reports in Accounting.BI. Understanding these statuses can help you know what's happening with your report and when to expect the results.
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HOW TO CALL YOUR CHART OF ACCOUNTS REPORTS FROM XERO TO ACCOUNTINGBI

We have outlined a step-by-step process of calling your chart of accounts report data from your Xero account to AccountingBi.
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CONNECTING POWER BI TO ACCOUNTING BI

Connecting Power BI to Accounting BI can be accomplished through two methods: using a custom connector and Power Query.
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How to Install Accounting.BI 'Excel Add In' across your Organisation as a Microsoft 365 Administrator

In this article and video, we explain how to install the AccountingBi Excel Add-in for your entire organisation if you're using Microsoft 365. The process involves your administrator adding the add-in through the admin center and then individual users accessing it within their Excel application.
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How to connect Microsoft Excel to Xero through AccountingBi

This guide explains how to connect Microsoft Excel to your Xero accounting software using AccountingBi.
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Free Accounting.BI PowerBI Dashboards for Multiple Xero Organisations

This article presents a simple yet effective dashboard that serves as a starting point for developing comprehensive reports and impactful solutions for your organization or accounting firm. Explore the features and functionalities available to unleash the full capabilities of Power BI and take your data analysis to new heights. Get a head start on your Power BI journey by leveraging this informative resource.
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How to dynamically sync my Xero Sales and Purchase Invoices and Credit Notes to Excel and PowerBi

In this article and video, we explore how to dynamically connect Xero sales and purchase invoices and credit notes to Excel and PowerBi.
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How to monitor the status of large API queries with the Accounting.BI real-time Log

Learn how to monitor the status of large API queries with the Accounting.BI real-time API log in our helpful video and article. First, let me get us to understand the purpose of the API Log: The API Log serves as a valuable tool for tracking the activity and status of our API queries in real-time. It helps us monitor the progress of our queries and identify any potential issues or errors that may arise during the process.
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