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 consolidate data from multiple excel sheets using Power Query

Power Query is a powerful data transformation tool that allows you to combine data from multiple excel sheets into one table. It is a stock feature in Office 365 and Microsoft Excel 2016 and onward versions. You can also download Power Query as an add-in if you have Excel 2010 and 2013.
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How to build your Reports - AccountingBi 

Links to informative articles on how to build your Reports - AccountingBi.
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Linking Accounting.BI to your Accounting Software

Helpful URLs that link you to articles that will show you how to navigate around AcountingBI.
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How to convert my management accounts into an Online PowerBI Dashboard

When you spend a lot of time sending excel spreadsheets and PDF management accounts around your business or to your clients, it is very common to ask why this could not be produced as some sort of online financial dashboard with a custom URL to view your reports. Of course, you then explore Futrli, Fathom and Spotlight to provide this but realise they are extremely expensive and will simply never provide the level of flexibility that you need for more bespoke reporting requirements.
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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.
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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.
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Connecting Xero to Power Bi through Accounting Bi

Learn how to connect Xero to PowerBi Desktop using AccountingBi via our helpful video and article.
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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
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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.
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