How-to videos
A series of short videos, showing examples of how to use our custom Excel functions for Xero and Quickbooks.
A 20 minute, comprehensive overview of getting started with our custom functions.
How to remove the add-in, and add it back to your Excel.
How to drill down to transaction detail.
How to update your subscribed orgs, and billing information.
How to disconnect and reconnect an organization to your workbook.
How to add a delegate (user) to the add-in for a Quickbooks user.
How to use the =SCOTT.XGLTRX function to display an array of Xero journal transactions.
How to use the various SCOTT functions for accessing budgets in Quickbooks.
How to use the VAL feature to convert cells with =SCOTT functions, to values.