How to call the balance sheet reports from Xero to AccountingBi

April 20, 2022

We have outlined the steps of calling balance sheet reports from Xero to AccountingBi in this article. You can also watch the related video (to be uploaded).

Process of extracting your balance sheet reports from Xero 

To extract your balance sheet reports from Xero, follow the following steps: 

  • From the dashboard, head to Organisations tab. If you have already connected your Xero account to AccountingBi, you will find it listed on this dashboard. 

  • Navigate to the ‘Reports” tab and click on “Chart of Accounts”. Select the Xero organisation you want data for and click on submit.

  • After clicking “Submit,” a popup notification appears showing the progress. Wait for it to finish and then close it.

  • Navigate to the Balance sheet reports under the Reports tab

  • Choose the desired date range, timeframe (month) and layout.
  1. In the “To date” field, select the ending date of the month (always select a month with 31 days),
  2. Periods: set the number of previous periods you want
  3. Timeframe: select as month
  4. Standard layout as ‘Yes’ (For US organisation, select ‘No’)

  • Click ‘submit’, wait for the notification, and ensure it’s completed.
  • Once complete, head to the "Connectors" tab on the top right corner. There, you'll find a Bearer Token – copy it, as this will be used to fetch reports in Excel.

How to know you have successfully extracted your Balance Sheet report from Xero 

To check if you have successfully called your Balance Sheet reports from Xero: 

  • Head back to the homepage.  
  • Check the status of your call under Your API Call Report 

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