Quickstart Guide
Get up and running with Genius Sheets in just a few minutes.
Download the App
Download the Genius Sheets add-in from either the Google Workspace Marketplace or the Microsoft Excel Store. For Google Sheets, go to Extensions > Add-ons > Get Add-ons.
Create an Account
Sign up for a free account on the Genius Sheets website. No credit card required for your two-week free trial.
Sign Up FreeConnect Your Accounting Software
Once an account has been created, on the dashboard page of the website select the "Connect To QuickBooks" or "Connect To Xero" button and complete the authentication process.
Log Into the Add-In
Open the Genius Sheets add-in in your spreadsheet and log in using your account credentials. You're ready to start pulling data.
Key Features
Text To Reports
Generate reports using simple English descriptions of the report type and time period you need. Just describe what you want and Genius Sheets builds the report for you.
Live Data Connection
Enable real-time data synchronization between your spreadsheets and QuickBooks or Xero. Your reports stay current with the latest financial data.
Custom Formulas
Build reports using three core formulas:
- GS.IS — Income Statement
- GS.BS — Balance Sheet
- GS.CF — Cash Flow Statement
Formula syntax: =GS.IS("Category", "Start Date", "End Date", "Company Name", "Filter")
Consolidated Reporting
Build customized reports across multiple QuickBooks or Xero entities using company nicknames and abbreviations.
Nightly Refresh
Google Sheets users can enable automatic nightly data synchronization so reports are always up to date when you open them.
Formula Filtering
Filter formula results by Class, Customer, Product/Service, Location, Department, or Vendor to get exactly the data you need.
List Categories
Use the "List Categories" menu option to view the exact names of the categories, including account numbers, from your QuickBooks Online or Xero account.
Transaction-Level Drill-Down
View the underlying transaction details for any formula cell to see exactly where the numbers come from.
Need Help Getting Started?
Our team is here to help you every step of the way. Check out our YouTube channel for video tutorials or reach out directly.
Contact Support