Guides
Practical guides on getting Xero data into Excel — Power Query, trial balances, multi-organisation reporting, and more.
Why Do Dates, Signs and Account Codes Break When You Load Xero Data into Power Query?
The three things that most often go quietly wrong in a Xero-to-Excel query: dates read in the wrong locale or type, debit and credit signs mixed across sources, and account codes that lose zeros or stop matching. What causes each, and the M code that fixes it at the boundary.
5 October 2026How Do You Transform a Xero Trial Balance Export in Power Query?
The transformations a Xero trial balance export needs before it is usable data: reading the report date, stripping report furniture by content, keeping section headings, splitting codes from names, typing with a UK locale, unpivoting, and a footing check. With the M code for each step.
28 September 2026Why Does My Xero Power Query Refresh Fail? Common Errors and Fixes
The Power Query errors that break a Xero-to-Excel refresh, what each one actually means, and the fix for each: missing columns, failed credentials, the Formula.Firewall message, stale figures, and queries that only work on one machine.
24 September 2026Getting Historical Monthly Trial Balance Snapshots from Xero
Xero shows the trial balance as the ledger stands today. How to build a genuine month-by-month history in Excel, why back-dated journals break naive archives, and the restatement check that catches them.
14 September 2026Building a Month-End Management Reporting Pack from Xero in Excel
How to assemble a repeatable month-end management pack from Xero data in Excel: a three-layer build, dynamic-array report blocks, the control checks that make it safe to send, and what to automate first.
7 September 2026Consolidating Multiple Xero Organisations in One Excel Workbook
How to combine trial balances from several Xero organisations into a single Excel workbook with Power Query: the append pattern, a shared mapping table, intercompany eliminations, and where the file-based approach stops scaling.
24 August 2026How to Connect Excel to Xero with Power Query
The three realistic ways to connect Excel to Xero with Power Query: cleaned exports, calling the Xero API directly, and querying a synced database, with a working M query for each.
17 August 2026Getting 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 2026Xero 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