Xero Tip of the Month: Sync Xero Reports & Budgets to Google Sheets

By syncing your Xero account with a Google email account, you can export your Xero Reports and Budgets to Google Sheets! This will allow you to modify, save, and share your document by inviting others to view these documents in Google as read-only files, even if they don't have a Gmail account.
To export a Xero Report or Budget:
1. Log into your Xero and go to the Report or Budget that you would like to export.
2. To the right of that document, click the menu icon. You will be prompted to select an export method; select Google Sheets.
3. You will be prompted to log into your Gmail account if you have not already done so. Each time you launch a Google Sheets session, you must confirm that Xero is a trusted site.
4. Once you have exported your document into Google Sheets, you can edit, save or share it








