How to Install Accounting.BI 'Excel Add In' across your Organisation as a Microsoft 365 Administrator

March 18, 2024

In this video and article, 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.

You can either watch the video below or read our step-by-step guide.

Here's a step-by-step breakdown for the administrator:

  • Access the Admin Center:

Your administrator, the person who manages your organisation's Microsoft 365 settings, needs to log in to the Microsoft 365 Admin Center. This is the central hub for controlling various settings for your organisation's Microsoft 365 services.

  • Navigate to Integrated Apps:

Within the admin center, locate the section for "Integrated apps". Here, they can search for "AccountingBi" in the app store.

  • Assign the Add-in to Users:

Once they've selected AccountingBi, they will see an option to "Edit Users." This allows them to control who can access the add-in.

The administrator can choose to assign the add-in to:

  1. Entire organization: This grants access to everyone in the organisation. (This is the recommended option in this scenario).
  2. Specific users/groups: The administrator can select specific users or groups within the organisation who will have access to the add-in.

How will users access the add-in?

Once the administrator assigns the add-in to the entire organisation, users will be able to access it within their Microsoft 365 Excel application. Here's how:

  • Open Excel:

Users should open their Microsoft 365 account and launch the Excel application.

  • Locate the Add-in:

Within Excel, navigate to the "Home" tab. Click on the "Add-ins" section. Here, they should see the installed "AccountingBi" add-in listed.

  • Use the AccountingBi Add-in:

Select the AccountingBi add-in from the list. This will activate the add-in, and you should be able to utilize its functionalities within your Excel spreadsheet.

By following these steps, the AccountingBi Excel Add-in should be ready to use. It will be available within the "Home" tab of your Excel application.

Troubleshooting Issues:

Also, note the troubleshooting issues within Excel desktop.

The AccountingBi add-in should appear within excel desktop under the 'Home' tab, it should appear within the 'View Reports' with the AccountingBi logo or within the 'Add-in" section when selected.

If you don't see the AccountingBi add-in after following the above steps, there might be a couple of reasons:

  • Not Signed in to Microsoft 365:

Ensure you're signed in to your Microsoft 365 organisation within the Excel desktop application. This link between your account and the organisation is necessary for the add-in to appear.

  • Desktop App Not Linked:

In some cases, the Excel desktop application itself might not be linked to your Microsoft 365 organisation. Signing in to your organisation within Excel should resolve this issue.

For further assistance with installation or troubleshooting, you can reach out to the AccountingBi support team.

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