User manuals

Helpful guides for getting the most out of Accounting.bi

Filter our user manuals by using particular keywords e.g. Power BI, Integration

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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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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HOW TO DYNAMICALLY HANDLE XERO TRACKING CATEGORIES AND TRACKING OPTIONS FROM MICROSOFT EXCEL

Basic overview of Xero Tracking Codes Xero Accounting Software allows users to allocate any number of Tracking Codes to transactions within your accounting records. This allows for additional reporting capabilities without the need to endlessly expand the number of account codes within your Chart of Accounts. This could be used for reporting on different business units, regions, customer demographics and more. The concept works where a user can create a Tracking Category (such as Region), and within this category they will then create Tracking Options (such as North, South, East, West). After setting it up the bookkeeper can assign these Tracking Options to transactions as they post them to Xero within their usual bookkeeping cycle.
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How to connect Microsoft Excel 2016 to Xero through AccountingBi 

This article explains how to get Xero data into Excel using AccountingBi API.
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What to do when I get an error 'Exception of Type 'microsoft.mashup.engine.interface.resourceAccessForbiddenException' was thrown.' when using PowerQuery to access an API?

When using the Accounting.BI system to Excel or PowerBI the error usually means your Bearer Token (aka the password for our API) has changed/needs updating in PowerQuery.
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