
Xero and Excel
How to set up a Xero report in Excel once and reuse it every month
Stop rebuilding the same Excel report from Xero every month. Learn how to set it up once so the next report takes minutes rather than hours.
Read the practical guidePRACTICAL FINANCE GUIDES
Short, practical guides for business owners, bookkeepers and accountants who use Xero and Excel. Each guide explains a common finance task in everyday language, with a worked example, so you can do it well—whatever software you use.

Xero and Excel
Stop rebuilding the same Excel report from Xero every month. Learn how to set it up once so the next report takes minutes rather than hours.
Read the practical guide
Keeping good records
A simple monthly routine to keep your books clean, so a loan application, audit or business sale does not become a last-minute scramble.
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Multi-company reporting
When your companies trade with each other, adding their reports together double-counts internal activity. This guide uses real numbers to show how to remove it from the group report.
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