In this article, we outline the steps to take to download statements from your Xero account. For the purpose of XiboTax, we need to download the General Ledger, Profit and Loss and Fixed Asset reports.
Downloading Profit and Loss Report
Log into your Xero account and click on Accounting and choose Reports from the dropdown list.
2. This opens a screen with a list of all the reports that are available to you.
3. You can scroll through the list or use the search bar on the top to look for a report. Click on Profit and Loss report to open it. You can set the Date Range for which you need the report for and click on Update button.
4. To download the Profit and Loss report, click on the Export button at the bottom right of the screen and choose Excel. The Profit and Loss report will now be downloaded to a destination folder of your choice.
Downloading General Ledger Report
Log into your Xero account and click on Accounting and choose Reports from the dropdown list.
2. This opens a screen with a list of all the reports that are available to you.
3. You can scroll through the list or use the Search bar on the top to look for a report. Click on General Ledger report to open it. You can set the Date Range for which you need the report for and click on Update button.
4. To download the General Ledger report, click on the Export Detailed General Ledger to Excel button at the bottom of the screen. The General Ledger report will be downloaded to a destination folder of your choice.
Downloading Fixed Asset Report
Log in to your Xero account and click on Accounting and choose Fixed Assets from the dropdown list.
2. This opens the Fixed Assets page. Click on Export button to download the Fixed Asset report to a destination folder of your choice.
