Guides

Practical guides on getting Xero data into Excel — Power Query, trial balances, multi-organisation reporting, and more.

Getting Xero Data into Excel: Your Options Compared

A practical comparison of every way to get Xero data into Excel, from CSV exports to live Power Query connections.

7 July 2026

Xero Trial Balance in Excel with Power Query: A Step-by-Step Guide

How to get a Xero trial balance into Excel with Power Query — cleaning manual exports, building a 12-month TB from a folder of files, and connecting to a live synced database.

7 July 2026