Scott’s Add-Ins

Scott’s Add-Ins Hero
Link accounting general ledger data from QuickBooks & Xero to Excel spreadsheets... seamlessly.

About this App

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

Cost (from)

£20/month

Free Practice Subscription

Trial

15 day free trial, fully functional, no credit/debit card required

Partner Program

Partner program available globally (English speaking countries) for Advisors, Cloud Integrators, Professional Services Partners and Service Providers. Depending on the partner type and deal, partners

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms

Integrations

    N/A

Geographies Served

  • Australia

  • Canada

  • Ireland

  • New Zealand

  • South Africa

  • United Kingdom

  • USA

App features per category

Reporting and Dashboards

  • Analysis

    • Comparatives

    • Financial KPIs

    • Ratios

    • Variances

  • Benchmarking

    • Financial

      • Groups 

    • Non financial 

  • Consolidation

    • Balance sheet

    • Elimination

    • P&L

  • Reports

    • Brand 

    • Custom 

    • Download 

    • Graphs

  • Tracking 

    • Xero tracking

Visit Scott’s Add-Ins

Some details on this page are subject to change. If you see something wrong please contact us here.

Sign up to our newsletter - don't miss out on all the good stuff.

Latest news, events, and updates on all things app related, plus useful advice on app advisory - so you know you are ahead of the game.

Stack

Your App Stack

Your stack is currently empty...

Start building

Compare

Compare

Select up to 4 Apps to compare to choose the ideal App:

View ComparisonRemove all

Connect with us

  • Facebook logo
  • Twitter logo
  • LinkedIn logo
  • YouTube logo