Update: this feature is now available for Xero users.

We are incredibly excited to announce the release of our new feature: Sticky Annotations. In response to feedback from our user community, we’ve integrated this feature into G-Accon for QuickBooks Google Sheets add-on, allowing you to make your spreadsheets and reports more personalized and versatile.

But it doesn’t stop there. Annotations in G-Accon also enable you to customize your live reports with colors, headers, and more. This feature has just been released for G-Accon for QuickBooks and we’re working hard to make it available for Xero users soon.

Here is a comprehensive guide on how you can use annotations to enhance your data and reports in G-Accon.

What are Annotations?

Annotations are extra notes, comments, formulas or other types of additional information that you can attach to your G-Accon reports and templates. You can use them to provide extra details, insights, or reminders related to specific data points or sections of your report.

How to Use Annotations in G-Accon?

We’ve designed our annotations feature to be user-friendly and intuitive. You can add annotations directly into your G-Accon reports and templates. They will be preserved even when the report or template is refreshed, meaning your important notes and insights will always remain visible.

Adding annotations and custom styling inside or outside reporting template

  • Generate your desired report template.
  • Insert a row or a column inside your template.
  • Select the cell where you want to add the annotation or custom formatting, right-click on it and choose “Insert Comment.”
  • Input your annotation in the comment box and apply your desired formatting (like changing the font color or adding a header).
  • Click outside the box to save it.
  • Your annotation and custom formatting will remain in the template even after refreshing the report.

Beyond Text: Formulas, Calculations, and Styling

Adding formulas and custom formatting

  • Insert a row or a column inside your template.
  • Select the cell where you want to add the formula or custom formatting.
  • Create and input your formula in the cell, apply your desired formatting and click outside the cell to save it.
  • Your formula and custom formatting will remain in the template even after refreshing the report.

The launch of Annotations takes G-Accon’s functionality a step further, making your real-time QuickBooks and Xero reports in spreadsheets not only more dynamic and insightful, but also visually engaging and organized. We’re excited to see how you’ll use annotations and custom formatting to bring your data analysis to the next level.

Remember, Annotations are not just about adding notes, comments, and formulas to your reports, they’re about making your data work for you. Whether you’re adding valuable context, complex calculations, comments for your team, or applying a unique color scheme to your data, annotations ensure your personalized touch remains, even when your data is refreshed.

Watch a step-by-step video tutorial on how to use this feature.

We’re confident that Annotations, complete with custom formatting, will be a game-changer for your data analysis and reporting. So start annotating and discover the power of personalized, context-rich, and aesthetically pleasing data analysis with G-Accon. Happy annotating!

Try G-Accon for QuickBooks