Xero Profit And Loss Turnover

Export Profit and Loss Turnover Report into Google Sheets

SECTIONS IN THIS ARTICLE

Design Template
Schedule Automatic Refresh
Modify Template
YouTube Videos


To generate the accounting report from Xero, you need to be logged in to Xero. Then you need to select from the menu Add-ons -> G-Accon for Xero -> Standard Reports ->Profit and Loss Turnover.

Export Profit and Loss Turnover Report into Google Sheets

#How to design a template for the report?

Select the Profit and Loss Turnover option from the drop-down menu. G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically.


Select parameters

There are required and optional attributes for the Profit and Loss Turnover report.

Dynamic Date

Static Date Range
You also have the ability to set up the Static Date Range To and From

Custom Date Range
You can also use the cell reference (the icons next to “To” and “From” fields) to set up the custom dates from your google sheet.



Required Attributes

Accounts

Account Types

Cash Transactions Only
(True/False)

To Compare with previous periods

Sort Previous Periods


CHANGE PULL SETTINGS (OPTIONAL FEATURES)

Change Pull Settings allows you to perform the following operations:

Create a New Google Sheet
Display Report Title
Create Deep Links to Xero
Display Only Account Codes
Display Only Account Names
Keep Original Formatting

Remove Total/Summary Rows
Highlight Every Other Row

Retrieve headers
Create a Data Table Around Pulled Data
Freeze Data Table Header
Exclude from Auto Refresh
Display Only Report Summaries
Remove Empty Dividing Rows
Show “Account Type” Column
Append to the Previous Template

You can also provide the start cell, for instance, A11. And provide the name of the template in the Template Name field, for instance, Template Name 1.
To execute the process, click on the Execute button. The report will be populated in the Google Sheet.


#How to schedule automatic data refresh?

To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto-refresh and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and team members using different automatic notifications within the same spreadsheet.
See the Create Workflow for further information.


#How modify your report and update your template?

You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for Xero -> Update/Modify/Delete Templates for Current Sheet

Update/Modify/Delete Templates for Current Sheet

Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.