Overview

What is it and who is it for?

Flex Financial Reporting is an Excel Addon that allows you to connect to your raw data in both Xero and QuickBooks Online so that you can make your own customized reports in Microsoft Excel. It is designed as an easy data extraction plugin that Excel experts can use to get direct, API access to one or many organisations.

We do not provide support or training on report creation or Excel, it's expected that you are reasonably skilled in Excel. If you need help in this area, get in contact and we can recommend a consultancy service that can assist.

Quick Start

To get started, follow these steps...

  1. First Sign Up or Sign Up with Xero for a free account.
    If you Sign Up With Xero, you will receive an email with your new password, this is used to login via the Excel Addon. Make sure to check your Junk Mail if you don't receive this. If you cannot find this email or you want to change password, use the Forgot Password page to change your password.
  2. Then connect to your QuickBooks Online and/or Xero accounts using the simple connection process.
  3. Next, download and install the Excel Addon
    You may get a warning from Windows Defender. Click More Info, then click Run Anyway.
  4. Lastly, log into your Flex account and start making cool reports!

Downloading & Installing the Excel Addon

This addon will only work with the Windows Desktop version of Excel 2013/2016/365. Excel Online and Excel for Mac are not supported.

  1. Login to your Flex account
  2. Click Download the Excel Addon
  3. Follow the prompts until done and start Excel.

If you have issues installing the addon, you may to install some prerequisites first. Check out the Installation Errors section of the FAQ

Connecting to QuickBooks Online

  1. Login to your Flex account
  2. Click Add New Company and click the QuickBooks Connect icon
  3. Sign into your QuickBooks Online account.
  4. Follow the prompts until done and you should see your company listed in the connection list.

Connecting to Xero

  1. Login to your Flex account
  2. Click Add New Company and click the Connect to Xero
  3. Sign into your Xero account.
  4. Follow the prompts until done and you should see your company listed in the connection list.

Getting Data

  1. Open Excel and find the new ribbon bar
  2. Select either the QuickBooks or Xero Tab
  3. Click Update under the connection list
  4. Log into your Flex Account
  5. With a connection selected, choose any of the tables
  6. A table specific filter will appear, press OK.

Updating the Excel Addon

  1. Close Excel
  2. Login to your Flex account
  3. Click Download the Excel Addon
  4. Follow the prompts until done and start Excel. This will update the addon to the latest version
  5. You can find the version number in the FLEX tab within Excel