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Writings, news, and opinions from your friends at Scott’s Add-ins.

Sharing workbooks created with Scott’s add-in

Updated: January 7, 2023 You will note that we added an additional step to the authentication process.  After the connect window, users are now able to select the specific organizations that will be used with the Excel workbook.  After selecting the organizations, you will only see those organizations under the add-in Organizations tab. When you …

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Using the add-in with multiple QuickBooks users

To allow multiple QuickBooks users to be connected via the add-in to the same QuickBooks company (organization), simultaneously, you will need to deploy this workaround.  Please create a new QuickBooks user ID with QuickBooks admin privileges.  Your add-in users will use this ID to connect to QuickBooks from within the add-in. For example, create a …

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Partner Profile – PennyBooks

What to do, when off-the-shelf forecasting software doesn’t deliver what your client’s need?  This is the situation U.K based, PennyBooks found themselves in.  Existing Xero marketplace forecasting solutions, either didn’t provide the level of accuracy client’s needed, or required way too much data entry on the client’s part. Enter Scott’s Add-in for Xero.  PennyBooks used …

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Orphans: solving for Xero bank accounts with no account code

When adding a bank account to Xero, the user is not required to assign an account code to the account.  The user can, in the future revisit this decision and assign an account code at a later date.  However, the Scott’s Add-in database does not recognize any historical transactions made to the account PRIOR to …

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What am I missing

How to find a missing account code in your spreadsheet. When using our add-in to create financial art, sometimes we may inadvertently omit an account. Here’s a quick tip video on how to find that missing account using the =SCOTT.XRANGE function.

The P&L is Dead

Traditional financial reports have lost their appeal (if there ever was any) to entrepreneurs. The P&L and Balance Sheet are artifacts created by the accounting profession, designed to be the main outputs of a double entry accounting system. While well intended, these financial statements don’t satisfy the entrepreneur’s desire for financial information. The business owner, …

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