Your Complete Guide to G-Accon

G-Accon Help Center

Explore step-by-step guides, troubleshooting tips, and best practices to make the most of G-Accon. Whether you're setting up integrations, automating reports, or optimizing workflows, our help center has everything you need to succeed.
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QuickStart Guide for New Users

How to install G-Accon

1. Open Google Sheets

2. Select from the menu Extensions -> Add-ons -> Get Add-ons

3. Find G-Accon and Select G-Accon for Xero or G-Acccon for QuickBooks

4. Click on the Install button

5. Accept all permissions and then you will be able to find it under extensions 

6. Have fun!

How to connect and work with multiple QuickBooks and Xero entities in Google Sheets

1. Select your first organization by clicking Xero Sign In or QuickBooks Sign In

2. Sign Out from this organization

3. Select Xero Sign In or QuickBooks Sign In again to select the second organization

4. Repeat steps 2 and 3 until all your organizations are connected with Google Sheets

5. Use the Switch Organization menu option to navigate between your organizations.

6. Note: this is a one time only process. Once you connect all companies the data will be automatically refreshed even when you are offline. Tip: use workflow to schedule automatic refresh and emailing of your data/reports.

How to generate formatted reports and customize colors, headers, fonts with Report Style feature?

1. Select from the Google menu Extensions -> G-Accon for Xero/QuickBooks -> Get Accounting Data/Reports -> Formatted Reports ->Profit and Loss.

2. Select the desired parameters such as Dynamic or Static Range, Number of previous periods, Accounts, Items, etc.

3. Customize the style of your report using Report Style Settings. Select specific report sections (title, headers, sub-section totals) and customize font styles, sizes, colors, and borders.

4. Click “Execute” to display this report in Google Sheets. The template will be saved automatically.

How to export raw accounting data and generate custom reports

1. Select from the Google menu Extensions -> G-Accon for Xero -> Get Accounting Data/Reports -> Get Data -> Get Accounting Data

2. Select an Accounting table such as Invoices, Quotes, Purchase Orders, Accounts, etc.

3. Choose the needed attributes which become columns in your report

4. Select the filters, order

5. Click on the “Execute” button to display this report in Google Sheets

How to generate consolidated report for multiple organizations and currencies

1. Select from the Google menu Extensions -> G-Accon for Xero -> Get Accounting Data/Reports -> Consolidated Reports

2. Select the desired accounting report such as Profit and Loss (Income Statement), Balance Sheet, or Cash Summary from the drop down filter

3. Choose the report currency. It can be the Latest Exchange Rate, Use Custom Exchange Rates for the whole year or by periods

4. Click on the "Execute” button to generate the Consolidated report and display it in Google Sheets

How to automatically refresh Xero and QuickBooks data & reports in Google Sheets 
and email to your clients

1. Create a report you want to automate (see previous steps)

2. Select Extensions -> G-Accon -> Automation -> Create a workflow

3. Create a workflow name and description

4. Select the templates (reports) you want to automatically refresh in the Add Templates tab

5. Choose Hourly, Daily, Weekly or Monthly to setup the frequency of auto-refresh process in the Scheduler tab 

5. Select Email tab and enter one or multiple email addresses to automatically send updated reports to your client

How to upload data from Google Sheets to Xero and QuickBooks in bulk, automatically

Complete the steps below ONCE to create your template. Upload data in ONE click or automatically using workflow as many times as you want using your saved template.

1.  Prepare your data set by pulling your live data from Xero or QuickBooks: 
Select Extensions -> G-Accon -> Get Accounting Data/Reports -> Get Data -> Get Accounting Data -> Select the table/object you want to upload and choose needed attributes. The template structure will be downloaded from Xero or QBO.

2. Enter new records in Google spreadsheet or edit existing rows.

3.  Select Extensions -> G-Accon -> Upload Accounting Data to "Name of your organization”. Select operation: INSERT if you need to upload new data or UPDATE to edit the existing records.

4. Verify your mapping and click Execute & Save button to save the template and upload data to your accounting software.

5. Change the Row Selection Mode to All Rows or New Rows or Currently Selected Rows to upload data in bulk to up to 2000 items per call.

Watch the video to learn how to edit existing records in bulk using UPDATE operation.

How to edit Xero invoices in bulk from Google Sheets

Watch the video to learn how to import new records in bulk using INSERT operation.

Import Sales Receipts into QuickBooks Online from Google Sheets

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