Meet the
functions

These functions make it a breeze to create bespoke Excel reports from your accounting data.

Xero

Xero

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=SCOTT.CHART

Chart of accounts

=SCOTT.GL

GL account balance

=SCOTT.GLMULTI

SUM of multiple GL account balances

=SCOTT.GLMULTITRACK

Returns GL account balance for multiple accounts filtered by a tracking category

=SCOTT.LIST

Generates a list of accounts or tracking categories / options

=SCOTT.NGL
Negative sign of GL account balance
 
=SCOTT.RANGE

Sum of account balances

=SCOTT.DESC

GL account description

=SCOTT.XTRACK

GL account balance for a trackng category and option

=SCOTT.XTRACKR

Sum of account balances for a tracking category and option

=SCOTT.XTRACKM

Returns GL account balance filtered by two tracking categories

=SCOTT.XBUDGET

Returns budget for a specific general ledger account code

=SCOTT.XNI

Returns the net income optionally filtered by one or two tracking categories

 

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QuickBooks

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=SCOTT.CHART

Chart of accounts

=SCOTT.GL

GL account balance

=SCOTT.GLMULTI

Sum of multiple GL account balances

=SCOTT.LIST

Generates a list of accounts, departments / locations, classes, customers, or vendors

=SCOTT.NGL
Negative sign of GL account balance
 
=SCOTT.RANGE

Sum of account balances

=SCOTT.DESC

GL account description

=SCOTT.QCLASS

GL account balance for a specific class

=SCOTT.QCLASSR

Sum of account balances for a specific class

=SCOTT.QDEPT

GL account balance for a specific department

=SCOTT.QDEPTR

Sum of account balances for a specific department

=SCOTT.QCLASS_DETP

GL account balance for a specific class and department

=SCOTT.QBUDGET

Budget for a specific account, class, department, custoomer

=SCOTT.QBUDGETALL

Budget for a specific account, class, department, customer

=SCOTT.QVENDOR

Sum of account balances for s specific vendor.

=SCOTT.QCUSTOMER

Sum of account balances for a specific customer.

=SCOTT.QALL

Sum of account balances that meet criteria for Class, Department, Customer, and Vendor

=SCOTT.QNI

Returns the Net Income filtered by a class, customer, department, and/or vendor.

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