Complete guide to all available data types and reports you can export from your Xero accounting account.
Xero exports are organized by data types, with each type creating a separate tab in your Google Sheet. There are two main categories: Transactional Data (invoices, payments, etc.) and Financial Reports (Profit & Loss, Balance Sheet, etc.).
Transactional data represents the day-to-day business transactions in your Xero account. These data types support column selection and can be configured to append or replace data.
Description: Sales invoices with details about customers, amounts, dates, and status.
Key Columns: Invoice ID, Invoice Number, Type, Contact Name, Date, Due Date, Status, Subtotal, Total Tax, Total, Amount Due, Amount Paid, Currency, Line Items (Description, Quantity, Unit Amount, Account Code, Tax Type, Line Amount)
Use Cases: Track sales, monitor outstanding invoices, analyze revenue by customer, track payment status
Description: Customer and supplier contact information.
Key Columns: Contact ID, Contact Number, Name, First Name, Last Name, Email, Phone, Fax, Mobile, Address (Line 1, Line 2, City, Region, Postal Code, Country), Is Customer, Is Supplier, Tax Number, Bank Account Details
Use Cases: Maintain customer/supplier database, segment contacts, analyze contact information
Description: Payment records linked to invoices.
Key Columns: Payment ID, Date, Amount, Currency Rate, Payment Type, Status, Reference, Is Reconciled, Invoice ID, Invoice Number, Account Code, Account Name
Use Cases: Track payment history, reconcile payments, analyze payment methods
Description: Bank transaction records from connected bank accounts.
Key Columns: Bank Transaction ID, Type, Date, Status, Subtotal, Total Tax, Total, Is Reconciled, Contact ID, Contact Name, Bank Account ID, Bank Account Code, Bank Account Name, Currency Code, Reference
Use Cases: Monitor bank activity, track cash flow, reconcile bank statements
Description: Chart of accounts with account codes and names.
Key Columns: Account ID, Code, Name, Type, Class, Status, Description, Tax Type, Bank Account Number, Bank Account Type, Currency Code, Reporting Code, Reporting Code Name
Use Cases: Maintain chart of accounts, analyze account structure, track account details
Description: Products and services that can be used on invoices and bills.
Key Columns: Item ID, Code, Name, Description, Purchase Description, Purchase Details (Unit Price, Account Code, Tax Type), Sales Details (Unit Price, Account Code, Tax Type), Is Tracked As Inventory, Is Sold, Is Purchased, Quantity On Hand
Use Cases: Track product/service catalog, manage inventory, analyze item sales
Description: Credit notes issued to customers.
Key Columns: Credit Note ID, Credit Note Number, Type, Contact Name, Contact ID, Date, Status, Subtotal, Total Tax, Total, Remaining Credit, Currency Code, Line Items (Description, Quantity, Unit Amount, Item Code, Account Code, Tax Type, Line Amount)
Use Cases: Track refunds and credits, monitor credit note usage, analyze customer credits
Description: Bills (accounts payable) from suppliers.
Key Columns: Bill ID, Bill Number, Supplier Name, Supplier ID, Date, Due Date, Status, Subtotal, Total Tax, Total, Amount Due, Amount Paid, Currency Code, Line Items (Description, Quantity, Unit Amount, Item Code, Account Code, Tax Type, Line Amount)
Use Cases: Track accounts payable, monitor supplier bills, analyze expenses
Description: Manual journal entries.
Key Columns: Journal ID, Journal Date, Journal Number, Reference, Source ID, Source Type, Created Date (UTC), Journal Lines (Account Code, Account Name, Account Type, Description, Net Amount, Gross Amount, Tax Amount, Tax Type, Tax Name)
Use Cases: Track manual adjustments, analyze journal entries, audit trail
Financial reports provide summarized financial information. Reports must be explicitly enabled using the "Export [Report Name]" checkbox. Each report has specific configuration options.
Description: Profit and loss statement showing income, expenses, and net profit.
Columns: Account Name, Period columns (dynamically generated based on periods selected)
Options:
Use Cases: Financial performance analysis, period-over-period comparison, profitability tracking
Description: Balance sheet showing assets, liabilities, and equity.
Columns: Account Name, Period columns (dynamically generated based on periods selected)
Options:
Use Cases: Financial position analysis, asset/liability tracking, equity analysis
Description: Trial balance showing all account balances.
Columns: Report Date, Account Code, Account Name, Account Type, Debit, Credit, YTD Debit, YTD Credit
Options:
Use Cases: Account reconciliation, balance verification, audit preparation
Description: Aged receivables report by contact, showing outstanding invoices grouped by age.
Columns: Report Date, Contact ID, Contact Name, Current, 1-30 Days, 31-60 Days, 61-90 Days, Over 90 Days, Total Outstanding
Options: Uses the export date range for filtering
Note: This report automatically fetches data for all contacts with outstanding invoices.
Use Cases: Monitor outstanding receivables, identify overdue accounts, cash flow management
Description: Aged payables report by contact, showing outstanding bills grouped by age.
Columns: Report Date, Contact ID, Contact Name, Current, 1-30 Days, 31-60 Days, 61-90 Days, Over 90 Days, Total Outstanding
Options: Uses the export date range for filtering
Note: This report automatically fetches data for all contacts with outstanding bills.
Use Cases: Monitor outstanding payables, manage supplier payments, cash flow planning
Description: Budget summary report comparing budgeted vs actual amounts.
Columns: Report Date, Account Code, Account Name, Budget Amount, Actual Amount, Variance, Variance %
Options:
Use Cases: Budget vs actual analysis, variance tracking, financial planning
Description: Executive summary report with key financial metrics.
Columns: Account Name, Period columns (dynamically generated based on periods selected)
Options:
Note: May not be available in all Xero regions.
Use Cases: High-level financial overview, executive reporting, key metrics tracking
Description: Bank summary report showing bank account balances and movements.
Columns: Report Date, Account Code, Account Name, Opening Balance, Closing Balance, Net Movement
Options:
Note: May not be available in all Xero regions.
Use Cases: Bank account monitoring, cash flow analysis, bank reconciliation
Description: Sales summary report grouped by customer.
Columns: Report Date, Contact ID, Contact Name, Amount
Options:
Note: This report is built from invoice data and aggregates sales by customer.
Use Cases: Customer sales analysis, revenue by customer, sales performance tracking
Description: Purchases summary report grouped by supplier.
Columns: Report Date, Contact ID, Contact Name, Amount
Options:
Note: This report is built from bill data and aggregates purchases by supplier.
Use Cases: Supplier spending analysis, expense tracking, vendor management
Description: Goods and Services Tax report (Australia/New Zealand).
Columns: Report Date, Account Code, Account Name, GST Amount, GST Type, Net Amount, Gross Amount
Options:
Note: Only available for Xero organizations in Australia or New Zealand.
Use Cases: GST compliance, tax reporting, GST reconciliation
Description: Business Activity Statement report (Australia).
Columns: Report Date, Box Label, Box Code, Amount
Options:
Note: Only available for Xero organizations in Australia.
Use Cases: BAS preparation, ATO compliance, tax reporting
Description: 1099 tax form report (United States).
Columns: Report Date, Contact ID, Contact Name, Tax ID, Box 1-10 Amounts, Total Amount
Options:
Note: Only available for Xero organizations in the United States.
Use Cases: 1099 form preparation, IRS compliance, contractor reporting
For transactional data (Invoices, Payments, etc.), you must select at least one column to enable the export. Use the "Select All" and "Deselect All" buttons to quickly manage your selections.
For financial reports, you must check the "Export [Report Name]" checkbox to enable the report. Once enabled, you can configure report-specific options like periods, timeframe, and cash basis settings.
Some reports (GST Report, BAS Report, 1099 Report) are only available for specific regions. If a report is not available for your Xero organization, it will not appear in the export configuration or will show an error when attempting to export.
