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Export Manual Journals into Google Sheets — pull your Xero Manual Journals data directly into Google Sheets with flexible configuration options and automated updates.

SECTIONS IN THIS ARTICLE

✅ Generating the Manual Journals Report
✅ Design a Report Template
✅ Schedule Automatic Refresh
✅ Modify an Existing Template
✅ Watch G-Accon YouTube Videos

Generating the Manual Journals Report

To get Manual Journals data from Xero into Google Sheets, follow these steps:

• Open your Google Sheet and go to Extensions in the menu.
• Select G-Accon for Xero.
• Click Get Accounting Data / Reports → Get Data → Get Accounting Data.

• Select the Manual Journals table.

Export Manual Journals into Google Sheets

How to Create a Template for the Report

Once you select the Manual Journals table, configure your template by selecting the object and the fields you want to retrieve.

Manual Journal — in the dropdown list choose Manual Journal  and select the attributes you need based on your preferences.

SELECT PARAMETERS

Select All / Unselect All — use these options to quickly select or deselect all attributes for the chosen table.

Expand / Collapse All Fields — expand the object's structure to see all underlying attributes, or collapse to simplify the view.

Change Column Order — reorder your selected columns as needed. During manual or automated refresh, the order will stay as you defined it.

DATE RANGE

The Manual Journals report supports three date range modes:

Dynamic Date Range

Report data is calculated based on pre-populated relative periods such as This Month, This Quarter, This Year, Last Month, and more. Ideal for recurring reports that always reflect the current period without manual date adjustments.

Static Date Range

Define a fixed start and end date for the report. The date range remains unchanged each time the report is refreshed, making it suitable for historical snapshots or period-end reporting.

Custom Date Range

Reference cells in your Google Sheet to drive the report dates dynamically. This is useful when date inputs are controlled by a dashboard or input sheet, allowing multiple reports to be updated by changing a single cell value.

CHANGE PULL SETTINGS

The Change Pull Settings tab gives you fine-grained control over how report data is retrieved and presented in your Google Sheet. All settings are optional and can be combined to suit your reporting workflow:

• Create a New Google Sheet — generate the report in a new tab or worksheet.
• Enforce Pick List Values — ensure that the values retrieved adhere to a predetermined list.
• Create a Deep Link to Xero — generate a hyperlink that provides direct access to specific content within Xero.
• Freeze Data Table Header — lock the header row so it remains visible when scrolling through large datasets.
• Keep Original Formatting — preserve the original formatting of the data being pulled.
• Retrieve Headers — display column titles above your data.
• Create a Data Table Around Pulled Data — wrap the output in a structured Google Sheets table for easier filtering and sorting.
• Display Date Range — specify and display a particular range of dates associated with the pulled data.
• Ignore Empty Cells in "Filter by IDs" — disregard any vacant cells within the Filter by IDs parameter during data retrieval.
• Append to the Previous Template — add new data below an existing report rather than overwriting it.
• Add Organization Name Column — prepend a column with the company name, useful for multi-entity reporting.
• Highlight Every Other Row — apply alternating row shading to improve readability across wide reports.

You can also specify a Start Cell (for example, A11) to control exactly where in the sheet the report is placed, and assign a Template Name to identify the report when managing multiple templates. Click Execute to generate the report directly into your Google Sheet.

FILTER OPTIONS

Filter By Field — select specific fields to filter your data by. Only rows that meet the filter criteria will display; all other rows will be hidden.

Filter By IDs — conditional filtering using object or table IDs to narrow down the data retrieved.

ORDER RESULTS BY

Order Results By — sort your results by any available field in either Ascending or Descending order.

How to Schedule Automatic Data Refresh

G-Accon's Automation feature lets you schedule your Manual Journals report to refresh automatically — no manual intervention needed. You can also configure notifications to alert team members, clients, or stakeholders when a refresh completes.

• Go to Extensions → G-Accon for Xero → Automation → Create Workflow.
• Add the Manual Journals template to the workflow and set your preferred refresh schedule (e.g. daily, weekly, or monthly).
• Optionally configure email notifications to be sent automatically when the refresh completes.
• Multiple templates can be included in a single workflow, each with its own schedule.

For full details on workflow configuration, refer to the Create Workflow documentation.

How to Modify Your Report and Update Your Template

If you need to change the parameters of an existing report, you can edit the template directly without needing to rebuild it from scratch. You also do not need to be signed in to your Xero organisation to modify or refresh a template.

• Go to Extensions → G-Accon for Xero → Edit Templates for Current Sheet.
• Select the template you want to modify from the list.
• Make your changes in the Edit Template panel.
• Click Update to save the changes without re-running the report, or Update and Execute to save and immediately refresh the data.

Edit Templates — select, modify, and update an existing report template