Overview

Flex Financial Reporting is an Excel Addin that allows you to connect to your data in both QuickBooks Online and Xero.


Quick Start

To get started, follow these steps...

  1. First Sign Up for a free account.
  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!


Connecting to QuickBooks Online

  1. Login to your Flex account
  2. Click Add New Company and click the QB 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.


Downloading & Installing the Excel Addin

This addin 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.


Getting Data

  1. Open Excel and find the new ribbon bar
  2. Select either the QBO 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 Addin

  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