Works with Xero · ready

Live spreadsheets on your Xero data

Invoices, bills, bank transactions and your monthly profit and loss become tables that formulas, pivots and charts read directly, in your base currency.

Contact us See the reports
  • Read only: never changes your books
  • Ageing buckets built in
  • P&L and balance sheet by month
What it is

Sheets

Live spreadsheets, dashboards and scheduled reports on your Xero data.

Works with Xero. Sign in with Xero

Sheets turns your Xero organisation into live spreadsheets. Invoices, bills, payments, bank transactions, contacts, the chart of accounts and your profit and loss, balance sheet and trial balance become tables that spreadsheet formulas, pivot tables and charts read directly, so your numbers stay up to date without exporting.

  • Receivables and payables by contact, with ageing (current, 1-30, 31-60, 61-90, over 90 days).
  • Profit and loss and balance sheet by month, for the last twelve months.
  • Invoice and bill lines by item, account and tracking category.
  • Pivot tables and charts on any table, and dashboards with filters.
  • Share sheets with colleagues, export to .xlsx or PDF, and send scheduled e-mail reports from your own mailbox.

Sheets only reads your Xero data: it never changes your books.

The data

16 tables from your Xero organisation

Add any of them to a spreadsheet as a data source. Each table's page lists its columns and the formulas that use them.

Sales

Invoices 25 columns · data.invoices Quotes 14 columns · data.quotes Credit notes 14 columns · data.credit_notes Invoice lines 26 columns · data.invoice_lines

Purchases

Bills 24 columns · data.bills Bill lines 26 columns · data.bill_lines Purchase orders 13 columns · data.purchase_orders

Bank

Payments 14 columns · data.payments Bank transactions 15 columns · data.bank_transactions

Accounting

Manual journals 7 columns · data.manual_journals Chart of accounts 13 columns · data.chart_of_accounts

Lists

Contacts 18 columns · data.contacts Products and services 14 columns · data.products_and_services

Reports

Profit and loss (by month) 7 columns · data.profit_and_loss_by_month Balance sheet (by month end) 7 columns · data.balance_sheet_by_month_end Trial balance (today) 9 columns · data.trial_balance_today
Reports

Reports people build first

One formula each. Put it in a cell, fill it down a column, or turn the table into a pivot and a chart.

=data.invoices.sum(amount_due_base_currency, ageing, A2)
Receivables ageing. Open invoices in the buckets accountants use (Current, 1-30, 31-60, 61-90, Over 90), in your base currency. Put a bucket name in A2.
=data.invoices.sum(amount_due_base_currency, payment_status, "Overdue")
Overdue invoices. Amount overdue, converted to the base currency with each invoice's own rate.
=data.profit_and_loss_by_month.sum(profit_impact, months_ago, 0)
Net profit this month. From the profit and loss by month: months_ago 0 is the current month, 1 the month before.
=data.profit_and_loss_by_month.sum(profit_impact)
Net profit, last 12 months. The rolling twelve-month result in one cell.
=data.balance_sheet_by_month_end.sum(balance, section, "Bank", months_ago, 0)
Cash at bank at month end. Bank balances from the balance sheet by month end.
=data.invoice_lines.sum(line_amount_excl_tax, item_code, A2)
Sales by item. Invoice lines per item code, before tax.

All 8 reports

How it works

From connection to a live report

  1. ConnectSign in and choose your Xero organisation. Sheets gets read-only access.
  2. Add dataAdd the tables a sheet needs as data sources, each under a short name.
  3. Write formulasUse =data.<name>.sum(…) next to any spreadsheet function, or build pivots and charts.
  4. Share and scheduleShare the sheet with colleagues, export to .xlsx or PDF, or e-mail it on a schedule.
FAQ

Questions

Does Sheets change anything in Xero?

No. Sheets only reads your Xero data. It never writes to your organisation.

Which Xero data can a sheet use?

16 tables: invoices, quotes, credit notes, invoice lines, bills, bill lines, purchase orders, payments, bank transactions, manual journals, chart of accounts, contacts, products and services, profit and loss (by month), balance sheet (by month end), and trial balance (today).

What about foreign-currency invoices?

Invoices and bills carry their amounts in the base currency too, converted with each document's own rate, so totals across currencies add up.

Can I switch between organisations?

Yes. Each Xero organisation you connect is its own account in Sheets, with its own spreadsheets; you can switch between them.

Can I send reports by e-mail?

Yes. A sheet can be sent on a schedule as PDF or .xlsx, from your own mailbox.

Live spreadsheets on your Xero data

Invoices, bills, bank transactions and your monthly profit and loss become tables that formulas, pivots and charts read directly, in your base currency.

Contact us

Xero is a trademark of Xero Limited.