HOW TO CALL YOUR CHART OF ACCOUNTS REPORTS FROM XERO TO ACCOUNTINGBI

March 21, 2024

We have created this article and a video (to be uploaded below) to take you through the process. However, don't hesitate to contact us for support.

NOTE:

You need to ensure that you regularly refresh the Chart of Accounts endpoint. Calling up to date chart of accounts data is crucial for accurate reporting, as it contains essential account codes necessary for generating many of the reports from accounting.bi.

To begin:

Ensure you have connected your Xero organisation to AccountingBi.

Process of exporting your chart of accounts reports data 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.

This will initiate your accounts as you move on to the next step which is your fetch your desired end points.

To know how to call profit and loss report go to :https://accounting.bi/tips/how-to-call-your-profit-and-loss-account-reports-from-xero-to-accountingbi/ and for balance sheet go to:https://accounting.bi/tips/how-to-call-the-balance-sheet-reports-from-xero-to-accountingbi/

"Have questions or need further assistance? Reach out to us!"

learn more

Why is PowerBI important for Accountants?

As an accountant, you may find yourself referring to multiple sources to track the performance of your client’s cash flow, profitability, business trends and even bookkeeping cycle. What if you could access those results and comparisons automatically refreshed, on-demand, from your tablet, smartphone, PC, or even wearable device? Business intelligence and data visualisation systems can provide accountants with – the critical data and organisation summary in a custom format in one (or more) visuals or a dashboard. One of these powerful business intelligence tools is PowerBI.
READ MORE

Power BI: What is DAX?

DAX (Data Analysis Expressions) is a formula expression language developed by Microsoft to interact with data in different analysis services and visualisation tools platforms like Power BI, PowerPivot and SSAS tabular models. DAX can seem familiar to competent excel users as the language uses similar formulas and expressions.
READ MORE

How to connect your Xero account(s) to AccountingBi

This guide will walk you through two methods for connecting your Xero accounting software to AccountingBi
READ MORE

How to call your profit and loss account reports from Xero to AccountingBi

We have outlined a step-by-step process of calling your profit and loss report data from your Xero account to AccountingBi - article and video.
READ MORE

How to call the balance sheet reports from Xero to AccountingBi

We have outlined the steps of calling balance sheet reports from Xero to AccountingBi in a video (watch below) and an article.
READ MORE

How to connect Microsoft excel to Xero through AccountingBi

This video and article provide steps for connecting Xero to PowerBi through AccountingBi. It assumes that you've already pulled the Xero API from accounting BI for your various reports.
READ MORE
1 2 3 5
READ MORE
Accounting.bi - Business Intelligence Software
Copyright © 2023 Accounting.bi is a brand owned and operated by Accounting SQL Limited, incorporated in the United Kingdom. ​
Terms & Conditions - GDPR