Get Shift Done: Tips and Tricks
No Excel? No Problem: How to Export Xero Reports in Google Docs
Here in our post-Google Docs world, a growing number of business owners are making the decision to forego Microsoft’s pricey Office suite in favor of the Big G’s comparable (and totally free) alternatives. And why not?
But if you’re going to make the leap, it’s important to make sure that your accounting system is set up to work without Excel. Here’s how to integrate Google Docs with Xero.
Adding Google Apps to Xero takes just a few seconds. But syncing the two is only possible if you are using the same email address for both your Google Apps account and Xero itself.
From your Google Business Apps homepage, click on Marketplace Apps. Search for Xero in the search bar, and then click the blue Add It Now button on the right:
Follow the prompts agreeing to authorize Xero, and voila — Xero and Google are now helpfully locked together in a pair of Chinese fingercuffs. You can even skip logging into Xero directly by just clicking on the Google Drive box, if you wish. You’ll see a new button for Xero in the toolbox, along with the rest of your Google Apps.
From here on out, you’ll be able to export your reports to Google Docs instead of Excel. Simply pull up any report, and then select Google Docs from the drop-down menu when you click the blue Export button. See you later, Excel!
GSD: Tips and Tricks is brought to you by Xero, the cloud accounting software solution for your small business. With Xero, you can log in anytime, anywhere to get a real-time view of your cash flow and manage your books. Start your free 30-day trial today.
