Scott’s Add-Ins

Create financial art with Scott’s add-in. Using bespoke Excel functions, Link Xero and QuickBooks general ledger data to your Excel spreadsheet. Refresh your spreadsheet with current accounting data, by simply recalculating your sheet. The add-in supports budgets, Xero Tracking Categories, QuickBooks Classes, Departments, Customers, Vendors,  and multiple organisations, and consolidations, all on the same Excel workbook.

Meet the Scott’s Excel Functions:

For Xero

=SCOTT.CHART

Chart of accounts

=SCOTT.GL

GL account balance

=SCOTT.RANGE

Sum of account balances

=SCOTT.DESC

GL account description

=SCOTT.XTRACK

GL account balance for a tracking 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

For QuickBooks:

=SCOTT.CHART

Chart of accounts

=SCOTT.GL

GL account balance

=SCOTT.RANGE

Sum of account balances

=SCOTT.DESC

GL account description

=SCOTT.QCUSTOMER

GL account balance for a specific customer

=SCOTT.QVENDOR

GL account balance for a specific vendor

=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.QALL

GL account balance for a specific class, customer, department, and/or vendor

=SCOTT.QBUDGET

Budget for a specific account, class, department, customer

=SCOTT.QBUDGETALL

Budget for a specific account, class, department, customer