G-Accon Help Center

Release updates for G-Accon for Xero/QuickBooks

SECTIONS IN THIS ARTICLE

Changes and Enhancements released for G-Accon for Xero
Changes and Enhancements released for G-Accon for QuickBooks
Watch latest videos in G-Accon Integration channel

Released Changes and Enhancements for G-Accon for Xero

1. Improved User Interface (UI) for a more intuitive experience.

Switch Organizations:

Load Cloud Templates:

You can find details here

"Tools" UI features had been updated as well.

User Preferences

Change Template(s) Ownership

Manage Auto Refresh

2. Cloud Template Library.

The Load Cloud Template functionality in G-Accon offers three key features:

Cloud Template Library: This feature provides a selection of ready-made templates that users can effortlessly customize and integrate into their Google Sheets. These templates automate common accounting and finance tasks.

Workspace Cloud Template Library: Users can create and share customized templates within their organization using this feature. This promotes process standardization and consistency among teams.

Batch Cloud Template: This feature enables the application of a template to multiple sheets simultaneously, making it a time-saving solution when handling large datasets.

In summary, G-Accon's Load Cloud Template is designed to enhance efficiency and productivity in accounting and finance tasks within Google Sheets. It simplifies processes, allowing users to allocate more time to other essential responsibilities.

For more details click here

Released Changes and Enhancements for G-Accon for QuickBooks

1. Transaction Drill Down

"Transaction Drill Down" feature allows you to delve deeper into a specific transaction to view and analyze its details. By using this functionality, you can gain a more comprehensive understanding of a particular transaction, including its associated data, such as date, amount, involved parties, and any additional notes or related information.

To efficiently generate, for instance, a Profit and Loss (P&L) report in G-Accon with the deep link consider these streamlined steps:

1. Access G-Accon in Google Sheets: In Google Sheets, navigate to Extensions -> G-Accon for QuickBooks.
   
2. Select Profit And Loss Report: Choose "Get Accounting Data/Reports", "Custom Accounting Reports" or "Business Overview Reports" and then "Profit And Loss."
   
3. Configure Report Parameters: Tailor the P&L report by setting parameters, which include specifying the report's time period, selecting relevant accounts (e.g., revenue and expenses), and applying filters or criteria as needed. Select the "Create Deep Links to QuickBooks" in the "Change Pull Settings" option.
   
4. Optional Customization: Customize the report layout and formatting to match your preferences. This can involve adjusting columns, applying formatting styles, or modifying calculations.
   
5. Generate the Report: Once the report's parameters and report layout are set, initiate the report generation. G-Accon will retrieve the necessary financial data from the connected source and populate it into the google sheets.
   
6. Generate a Transaction drill-down report: Click the deep link in your report to automatically generate a Transaction drill-down report in QuickBooks.

For more details click here