Overview
Flex Financial Reporting is an Excel Addin that allows you to connect to your data in both QuickBooks Online and Xero.
Quick Start
To get started, follow these steps...
- First Sign Up for a free account.
- Then connect to your QuickBooks Online and/or Xero accounts using the simple connection process.
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Next, download and install the Excel Addon
You may get a warning from Windows Defender. Click More Info, then click Run Anyway.
- Lastly, log into your Flex account and start making cool reports!
Connecting to QuickBooks Online
- Login to your Flex account
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Click Add New Company and click the QB Connect icon
- Sign into your QuickBooks Online account.
- Follow the prompts until done and you should see your company listed in the connection list.
Connecting to Xero
- Login to your Flex account
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Click Add New Company and click the Connect to Xero
- Sign into your Xero account.
- Follow the prompts until done and you should see your company listed in the connection list.
Downloading & Installing the Excel Addin
This addin will only work with the Windows Desktop version of Excel 2013/2016/365. Excel Online and Excel for Mac are not supported.
- Login to your Flex account
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Click Download the Excel Addon
- Follow the prompts until done and start Excel.
Getting Data
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Open Excel and find the new ribbon bar
- Select either the QuickBooks or Xero Tab
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Click Update under the connection list
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Log into your Flex Account
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With a connection selected, choose any of the tables
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A table specific filter will appear, press OK.
Updating the Excel Addin
- Close Excel
- Login to your Flex account
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Click Download the Excel Addon
- Follow the prompts until done and start Excel. This will update the addon to the latest version
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You can find the version number in the FLEX tab within Excel