The Scenario
You're the accountant for a small retail operation. Quarter just closed. Your job this week is to reconcile inventory against purchase orders — which means you need every stock-in, stock-out, and adjustment transaction from BoxHero for the past 90 days in an Excel workbook you can actually work in.
Someone emailed you the BoxHero login last Thursday. You've been clicking around trying to find the transaction export. There are three different screens that look like they might have it, and none of them produce a file with the columns your reconciliation workbook expects.
The bad version:
- Find the BoxHero transaction log, export it, discover the export only goes back 30 days by default.
- Change the date range, re-export, open the CSV in Excel, realize the "type" column says things like "IN" and "OUT" but your accounting workbook expects "Stock Receipt" and "Sales Adjustment."
- Manually remap 400 rows of transaction types before you can even start the reconciliation.
The month-end close report goes to the owner by Friday. The time you're losing on the export is time you don't have for the actual accounting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to BoxHero through its built-in integration and writes the transaction data you describe — in the shape you need — directly into your workbook.
Dump all BoxHero inventory transactions from the last 90 days into this Excel workbook — include date, type (in/out/move/adjust), item name, quantity, and location
What You Get
- One row per transaction, written starting at row 2 with headers in row 1.
- Columns: Date, Transaction Type, Item Name, Quantity, Location.
- Transaction types use BoxHero's native values (IN, OUT, MOVE, ADJUST) — you can ask SheetXAI to remap them to your preferred labels in the same prompt.
- Sorted by date ascending by default; you can specify descending.
What If the Data Is Not Quite Ready
BoxHero's transaction type labels don't match your accounting categories
Dump all BoxHero transactions from the last 90 days into this workbook. In the "Type" column, replace "IN" with "Stock Receipt", "OUT" with "Sales Deduction", "MOVE" with "Location Transfer", and "ADJUST" with "Manual Adjustment".
You need totals per item, not individual transaction rows
Pull all BoxHero transactions from the last quarter and summarize them by item name — one row per item showing total units in, total units out, and net change over the period. Write into columns A through D.
Your workbook already has some transactions and you only want the new ones
Pull all BoxHero transactions dated after the most recent date already in column A of this workbook, and append them below the last row.
Full kill chain — pull, remap, filter to one location, flag negatives
Pull all BoxHero transactions from the last 90 days. Remap the type labels (IN → Stock Receipt, OUT → Sales Deduction, MOVE → Location Transfer, ADJUST → Manual Adjustment). Filter to only transactions at the "Main Warehouse" location. Write results into this workbook starting at row 2 with headers in row 1. Then in column F, flag any row where quantity is negative with "Review" so I can spot adjustments that reduced stock unexpectedly.
The principle: data cleanup and data shaping belong in the same prompt. One pass, not two.
Try It
Open your reconciliation workbook and get the 7-day free trial of SheetXAI — then ask it to pull the BoxHero transaction window you need, remapped to your accounting labels, in one shot. Also see flagging low-stock items or the full BoxHero integration overview.