LedgerXL · v1.0

Your general ledger,
as Excel functions.

LedgerXL brings your QuickBooks Online ledger into Excel. Reference any account balance with a formula, at any point in time. No exports, no CSVs, no pivot tables to rebuild each morning.

Download for Windows Request an account

Windows 10 or later · 64-bit Excel · .NET 10 auto-installs

In your Excel

Formulas, not exports. Every account balance is a cell reference. Pivot, chart, and model the way you already do.

Always fresh

Your ledger syncs from QuickBooks every night and downloads to your machine on login. Open the workbook — the numbers are already current.

Yours, not ours

Data lives in your local SQLite cache. Encrypted at rest with your Windows account. We never see your workbook.

How it works

Install

Run the setup. .NET 10 runtime installs automatically if you don't have it. Restart Excel.

Sign in

Open the LedgerXL ribbon tab, click Sign in. Your browser opens for a one-time Patya sign-in.

Reference

Type =LXL.BAL("<account>") in any cell. Add a date for historical, use =LXL.MTD for movement.

The functions

Every LedgerXL function starts with LXL. Excel autocomplete surfaces them all when you type =LXL.

=LXL.BAL(id, [date]) Balance of an account. With a date, rolled up over its subtree as of that date.

=LXL.MTD(id, period, [months]) Signed movement of an account and its sub-accounts over one or more trailing months.

=LXL.BS.TOTAL(section) Balance-sheet total for a section (Assets, Liabilities, Equity).

=LXL.META() Provenance of the open artifact — customer, realm, sync run, generated-at, schema version.

Ready to open your book in Excel?

Download the installer and get your first cell wired up in under five minutes.

Download LedgerXL

Your general ledger,as Excel functions.