Link accounting general ledger data from QuickBooks & Xero to Excel spreadsheets… seamlessly.
Create financial art with Scott’s add-in. Using bespoke Excel functions, Link Xero and QuickBooks general ledger data to your Excel spreadsheet. Refresh your spreadsheet with current accounting data, by simply recalculating your sheet. The add-in supports budgets, Xero Tracking Categories, QuickBooks Classes, Departments, Customers, Vendors, and multiple organisations, and consolidations, all on the same Excel workbook.
Meet the Scott’s Excel Functions:
For Xero
=SCOTT.CHART
Chart of accounts
=SCOTT.GL
GL account balance
=SCOTT.RANGE
Sum of account balances
=SCOTT.DESC
GL account description
=SCOTT.XTRACK
GL account balance for a tracking category and option
=SCOTT.XTRACKR
Sum of account balances for a tracking category and option
=SCOTT.XTRACKM
Returns GL account balance filtered by two tracking categories
=SCOTT.XBUDGET
Returns budget for a specific general ledger account code
=SCOTT.XNI
Returns the net income optionally filtered by one or two tracking categories
For QuickBooks:
=SCOTT.CHART
Chart of accounts
=SCOTT.GL
GL account balance
=SCOTT.RANGE
Sum of account balances
=SCOTT.DESC
GL account description
=SCOTT.QCUSTOMER
GL account balance for a specific customer
=SCOTT.QVENDOR
GL account balance for a specific vendor
=SCOTT.QCLASS
GL account balance for a specific class
=SCOTT.QCLASSR
Sum of account balances for a specific class
=SCOTT.QDEPT
GL account balance for a specific department
=SCOTT.QDEPTR
Sum of account balances for a specific department
=SCOTT.QCLASS_DETP
GL account balance for a specific class and department
=SCOTT.QALL
GL account balance for a specific class, customer, department, and/or vendor
=SCOTT.QBUDGET
Budget for a specific account, class, department, customer
=SCOTT.QBUDGETALL
Budget for a specific account, class, department, customer
£20/month
Analysis
Comparatives
Financial KPIs
Ratios
Variances
Benchmarking
Financial
Groups
Non financial
Consolidation
Balance sheet
Elimination
P&L
Reports
Brand
Custom
Download
Graphs
Tracking
Xero tracking
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