Xero chart of accounts in a live spreadsheet
Add the Chart of accounts table to a sheet as a data source named chart_of_accounts and its 13 columns become names your formulas, pivot tables and charts use. Sheets reads it from your Xero organisation each time the sheet opens or refreshes.
Formulas on this table
=list.chart_of_accounts(type) Every type, once. Spills the distinct type values down the column: the row labels for the formula above.
=data.chart_of_accounts.count(id, type, "<>") Rows with a type. Counts the rows whose Type is not empty.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Code | code | Text |
| Name | name | Text |
| Type | type | Text |
| Class | class | Text |
| Status | status | Text |
| Tax type | tax_type | Text |
| Reporting code | reporting_code | Text |
| Description | description | Text |
| Bank account no. | bank_account_no | Text |
| Currency | currency | Text |
| Payments allowed | payments_allowed | Yes / no |
| Updated at | updated_at | Date and time |
Other accounting tables
Your chart of accounts, live
Invoices, bills, bank transactions and your monthly profit and loss become tables that formulas, pivots and charts read directly, in your base currency.