Use our custom Excel functions.
With over 20 custom Excel functions, create Excel models using your Xero and QuickBooks data.
Xero Functions
=SCOTT.GL
=SCOTT.CHART
=SCOTT.DESC
=SCOTT.GLMULTI
=SCOTT.NGL
=SCOTT.RANGE
=SCOTT.BUDGET
=SCOTT.BUDGETR
=SCOTT.BUDGETMULTI
=SCOTT.LIST
=SCOTT.XTRACK
=SCOTT.XTRACKR
=SCOTT.XTRACKM
=SCOTT.GLMULTITRACK
=SCOTT.XNI
=SCOTT.XINVOICE
=SCOTT.XINVOICE_HEADER
=SCOTT.XINVOICE_SUM
=SCOTT.XBILL
=SCOTT.XBILL_HEADER
=SCOTT.XBILL_SUM
=SCOTT.XGLTRX
=SCOTT.XPAYMENT
=SCOTT.XBANKTRX
Returns GL account balance for an account.
Returns the chart of accounts.
Returns GL account description.
Returns GL account balance for multiple accounts.
Returns the negative GL account balance for an account.
Returns GL account balance for a range of accounts.
Returns the budget for an account.
Returns the budget for a range of accounts.
Returns the budget for multiple accounts.
Returns a list of the specified type. 'account', 'track', 'category', 'items', or 'contacts' are valid types.
Returns GL account balance filtered by a tracking category.
Returns GL account balance for a range of accounts filtered by a tracking category.
Returns GL account balance filtered by two tracking categories.
Returns GL account balance for multiple accounts filtered by a tracking category
Returns the Net Income optionally filtered by one or two tracking categories.
Returns the lines of multiple invoices filtered between two dates and other filtering information.
Returns multiple invoices filtered between two dates and other filtering information.
Returns the Amount Due sum of multiple invoices filtered between two dates and other filtering information.
Returns the lines of multiple bills filtered between two dates and other filtering information.
Returns multiple bills filtered between two dates and other filtering information.
Returns the Amount Due sum of multiple bills filtered between two dates and other filtering information.
Returns the lines of multiple transactions filtered between two dates and other filtering information.
Returns payments filtered between two dates and other filtering information.
Returns bank transactions filtered between two dates and other filtering information.
QuickBooks Functions
=SCOTT.GL
Returns GL account balance for an account.
=SCOTT.CHART
Returns the chart of accounts.
=SCOTT.DESC
Returns GL account description.
=SCOTT.GLMULTI
Returns GL account balance for multiple accounts.
=SCOTT.NGL
Returns the negative GL account balance for an account.
=SCOTT.RANGE
Returns GL account balance for a range of accounts.
Returns the budget for an account.
=SCOTT.BUDGET
=SCOTT.BUDGETR
Returns the budget for a range of accounts.
=SCOTT.BUDGETMULTI
Returns the budget for multiple accounts.
=SCOTT.LIST
Returns a list of the specified type. 'account', 'class', 'customer', 'items', ' are valid types.
=SCOTT.QCLASS
Returns GL account balance filtered by a class.
=SCOTT.QCLASSR
Returns GL account balance for a range of accounts filtered by a class.
=SCOTT.QDEPT
Returns GL account balance filtered by a department.
=SCOTT.QDEPTR
Returns GL account balance for a range of accounts filtered by a department.
=SCOTT.QCLASS_DEPT
Returns GL account balance filtered by a class and a department
=SCOTT.QCUSTOMER
Returns GL account balance filtered by a customer.
=SCOTT.QVENDOR
Returns GL account balance filtered by a vendor.
=SCOTT.QALL
Returns GL account balance filtered by a class, customer, department, and/or vendor. Wildcard "*" supported for this function.
=SCOTT.QALLR
Returns GL account balance for a range of accounts filtered by a class, customer, department, and/or vendor. Wildcard "*" supported for this function
=SCOTT.QALLMULTI
Returns GL account balance for multiple accounts filtered by a class, customer, department, and/or vendor. Wildcard "*" supported for this function
=SCOTT.QBUDGETALL
Returns the budget filtered by a class, a department and a customer. Wildcard "*" supported for this function.
=SCOTT.QBUDGETALLR
Returns the budget for a range of accounts filtered by a class, a department and a customer. Wildcard "*" supported for this function
=SCOTT.QBUDGETALLMULTI
Returns the budget for multiple accounts filtered by a class, a department and a customer. Wildcard "*" supported for this function.
=SCOTT.QNI
Returns the Net Income filtered by a class, customer, department, and/or vendor. Leaving class, customer, department, or vendor blank will not apply that filter.