How to Import Trial Balance Report from Xero into Excel

Financial teams need accurate Trial Balance data to verify accounting accuracy. But exporting from Xero and manually updating Excel is tedious and error-prone.

A better way exists. Connect Xero directly to Excel and keep your financial data fresh automatically.

How to import your Xero Trial Balance Report into Excel

Follow these simple steps to get your Xero Trial Balance Report into Excel using Coefficient:

Step 1: Install Coefficient and connect to Xero

• Insert Open Excel and click on thetab
• Get Add-ins Selectfrom the ribbon
• Search for “Coefficient” in the Office Add-ins store
• Add Clickto install Coefficient to Excel
• Once installed, open the Coefficient sidebar by clicking its icon in the ribbon
• Import from… Clickto begin connecting data sources

Step 2: Select Xero as your data source

• Xero In the Import menu, find and selectunder the Finance & Accounting section
• Connect Clickif this is your first time using Xero with Coefficient
• Log in to your Xero account when prompted and authorize the connection
• Reports Once connected, selectfrom the data type options
• Trial Balance Report Find and selectfrom the available reports

Step 3: Configure and import your Trial Balance data

• Choose your desired date range for the Trial Balance Report
• Select any additional filters or parameters you need
• Import Clickto bring your Trial Balance data into Excel
• Your data will appear in the active worksheet, formatted and ready to use

Step 4: Set up auto-refresh to keep your data current

• Refresh Click thebutton in the Coefficient sidebar
• Schedule Refresh Selectto set up automatic updates
• Choose your preferred frequency (hourly, daily, weekly)
• Optionally, set up Slack or email notifications for important changes

That’s it! Your Xero Trial Balance Report is now connected to Excel. The data will refresh automatically based on your schedule, ensuring you always have the most current financial information for analysis and reporting.

Available Xero reports and objects in Coefficient

Coefficient lets you access a wide range of Xero data beyond just the Trial Balance Report. Here’s what you can import:

Frequently asked questions

Take control of your financial data

Importing your Xero Trial Balance Report into Excel doesn’t have to be a manual chore. Coefficient creates a live connection between your financial data and spreadsheets.

This approach saves time, eliminates errors, and ensures your financial analysis is always based on current data. No more outdated exports or manual updates.

Finance teams can focus on analysis instead of data wrangling. Your Trial Balance data stays fresh with automatic updates, and you can build powerful custom reports that combine Xero data with information from other systems.

The best part? Setting this up takes minutes, not days. And once configured, your data pipeline runs automatically in the background.

Try Coefficient todayReady to transform how you work with Xero financial data?and see how easy it can be to keep your Excel spreadsheets connected to live Xero data.