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.
Wiki Menu

October, 2024

Release updates for G-Accon for Xero/QuickBooks

SECTIONS IN THIS ARTICLE


G-Accon for QuickBooks: Changes/Enhancements released in October, 2024
Watch latest videos in G-Accon Integration channel

G-Accon for QuickBooks: Released Changes and Enhancements

NEW BI-Friendly Reports:

Our BI-Friendly Reports make building advanced dashboards easier than ever, integrating seamlessly with Power BI, Looker (Google Data Studio), Tableau, and other Business Intelligence (BI) tools.

Effortlessly connect and create powerful dashboards for deep data insights, modeling, and forecasting. Access detailed reports, including Transaction List, P&L, Balance Sheet, Detailed Transaction Report, Cash Flow, and more. Each report includes internal IDs, enabling complex queries and advanced analysis.

These are reports designed to be compatible with Business Intelligence (BI) tools, allowing easy integration, analysis, and visualization of data. They are structured in a way that facilitates efficient data extraction, manipulation, and interpretation, enabling users to make data-driven decisions quickly.

These reports often follow best practices in data organization, formatting, and presentation to ensure clarity and usefulness within BI platforms.

Step 1. Select BI-Friendly Reports under Get Accounting Data/Reports menu option

Step 2. Select a report from the dropdown list.


โ˜‘ Account List
โ˜‘ Balance Sheet
โ˜‘ Cash Flow
โ˜‘ Cash Transactions
โ˜‘ Detailed Transactions
โ˜‘ General Ledger
โ˜‘ Profit and Loss
โ˜‘ Sales Detail
โ˜‘ Transaction List

Step 3. Select all attributes for the selected reports and needed settings from the Change Pull Settings option

Step 3. Click on Execute button to generate a report

Using G-Accon to create BI-friendly reports in Google Sheets offers several key benefits:

  1. Seamless Data Integration: Connects directly with accounting software like QuickBooks, Xero, FreshBooks, and Sage automatically import data into Google Sheets.
  2. Real-Time Data Sync: Automatically updates reports with the latest data, ensuring accuracy and timeliness.
  3. Custom Reporting: Allows users to build tailored, flexible reports using data pulled from various sources.
  4. Automated Workflows: Schedule data refreshes, automate exports, and streamline workflows without manual intervention.
  5. Enhanced Data Visualization: Combine data from multiple sources in Google Sheets and visualize with charts and graphs.
  6. Collaboration: Share reports easily with team members, providing real-time updates and collaboration.
  7. Cloud-Based Access: Access reports from any device, ensuring flexibility and remote accessibility.

G-Accon simplifies reporting processes, enhancing the BI capabilities of Google Sheets with automation and data integration.

As a result of Business Intelligence (BI) reports, G-Accon users can create a wide variety of dashboards tailored to different business functions, with financial dashboards and KPI (Key Performance Indicator) dashboards being among the most critical types.

These dashboards translate complex data from BI reports into visual and easily digestible formats, helping businesses track performance, optimize operations, and make data-driven decisions.

Here is one of the example of the financial dashboards:


ยฉ Copyright 2025 G-Accon
crossmenuchevron-down