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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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New function: =SCOTT.XTRACKM

We are pleased to announce the release of a new function:=SCOTT.XTRACKM For those of you that are new to these pages, Scott’s Add-in for Excel and Xero, is a series of new, custom Excel functions that enable users to dynamically sum up Xero general ledger transactions into a single Excel cell. This new function builds …

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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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New function =XTRACKR is here!

=XTRACKR extends our add-in for Xero, by allowing you to specify a range of Xero GL account codes, tracking category, and tracking option. The syntax looks like this =XTRACKR (Begin Account Code, Ending Account Code, Tracking Category,Tracking Option,Start Date,End Date) Some “use cases” of =XTRACKR include building a matrix P&L with departments or stores in …

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