Installation Banana Accounting Excel Add-In

The steps below walk you through all the setup to run the Banana Office Add-ins for Microsoft Office 2016 or more recent.

Minimum requirements:

  • Banana Accounting Plus or Banana Accounting 9.
  • Microsoft Office 2016 or more recent (Word, Excel, PowerPoint, Outlook).

Get Banana Accounting

  1. Download Banana Accounting for Windows or Mac.
  2. Install it on your pc.

Activate Banana Accounting web server

  1. Start Banana Accounting.
  2. On Menu bar click Tools → Program options and select the Interface tab
  3. Check the Start Web Server and Start Web Server with ssl options.


     
  4. Click OK.

Load the Add-in

  1. Open Excel.
  2. Click on Insert tab.
  3. Click on the Get Add-ins icon to open the Office Add-ins store.


     
  4. In the Office store page search for "Banana" add-in.


     
  5. Click on the Add button to add the Banana Accounting Excel Reports add-in.
  6. As soon as the add-in is added in Excel, on the Home tab of the main ribbon is loaded the Banana Accounting add-in command.


     
  7. Click on the Banana Accounting icon to use the add-in.

 

Once the add-in has been added from the Office store it is saved into My Add-ins section.
To load an add-in previously added from the office store:

  1. Click on Insert tab.
  2. Click on the My Add-ins icon.


     
  3. Select the Banana Accounting add-in.


     
  4. Click on the Add button.

 

Windows users

For Windows users, please also follow the Troubleshooting for Windows guide to complete the installation of the add-in.

macOS users

For macOS users, please also follow the Troubleshooting for macOS guide to complete the installation of the add-in.

 

 

Troubleshooting Excel add-in for Windows

The guide below walk you through the Windows troubleshooting step by step.

  1. Download and install the latest version of Banana Accounting Plus for Windows.
     
  2. Update Windows and Excel.
     
  3. Open Excel and check you are logged in with your Microsoft account (File → Account → User Information).
     
  4. Start Banana Accounting web server:
     
    • Open Banana Accounting Plus.
    • Click on menu Tools > Program Options.
    • Select the tab Interface.
    • Check the options Start Web Server.

      banana accounting web server activation

       
  5. Edit the BananaPlus web server configuration file:
     
    • Click on menu Tools > Program Options.
    • Select the tab Advanced.
    • Click on System info button


       
    • Select the entry Web Server > Settings file path
    • Click on Open path... button


       
    • Open the file httpconfig.ini
    • Modify the value of property accessControlAllowOrigin to "*"
      accessControlAllowOrigin=*
    • Save the file and restart BananaPlus
       
  6.  Add a local loopback exemption to Microsoft Edge Web Viewer (see Microsoft documentation , Add-ins and Edge for more information):
     
    • In the search box enter cmd.


       
    • On the right side select Run as administrator.


       
    • Confirm with Yes.


       
    • Copy and paste the following command:

      CheckNetIsolation LoopbackExempt -a -n="microsoft.win32webviewhost_cw5n1h2txyewy"
       
    • Press enter to run the command.


       
    • Close the command prompt.
       
  7. Change the server URL on the Add-in settings:
     
    • Start Excel Add-in.
    • Click the Options tab.
    • As Server informaion select Other, and complete as following:
    • Server URL
      Enter http://localhost:8081
    • Connection token
      If you have configured the accessToken password during the Setup of the Banana Web Server (Windows), you have to enter the password here.

      banana excel add-in server url
       
    • Click OK to confirm and save the changes.
    • On the Setup tab of the add-in refresh the files list.

Note: in case you don't want to use the Excel add-in anymore, you can remove the local loopback exemption at any time with the command:

CheckNetIsolation LoopbackExempt -d -n="microsoft.win32webviewhost_cw5n1h2txyewy"

 

 Messages

  • Error Loading Add-in
    You may get this error while trying to install the add-in from the Store. This is due to an authentication issue. To get this solved you need to:
    1. Logout of Microsoft Excel.
    2. Restart Excel and sign in again.
    3. Restart Excel.
    4. Load the add-in.
  • Cannot connect to local web server. Incorrect URL server or Banana Accounting/web server are not running.
    The connection between Banana Accounting and Excel add-in did not occur. Please follow step by step the Troubleshooting for Windows guide on this page.
  • No file is open in Banana Accounting.
    Banana Accounting is working but no file is open. Open at least one file in Banana Accounting.
  • File not selected.
    No file is selected from the files list. Refresh the files list and select one of them.

 

Troubleshooting Excel add-in for macOS

The guide below walk you through the macOS troubleshooting step by step.

  1. Download and install the latest version of Banana Accounting Plus for Mac.
     
  2. Start Banana Accounting Plus web servers:
     
    • Open Banana Accounting Plus.
    • Click on menu Tools > Program Options.
    • Select the tab Interface.
    • Check the options Start Web Server and Start Web Server with ssl.
       
  3. Edit the BananaPlus web server configuration file:
     
    • Click on menu Tools > Program Options.
    • Select the tab Advanced.
    • Click on System info button


       
    • Select the entry Web Server > Settings file path
    • Click on Open path... button


       
    • Open the file httpconfig.ini
    • Modify the value of property accessControlAllowOrigin to "*"
      accessControlAllowOrigin=*
    • Save the file and restart BananaPlus
       
  4. Open Safari and insert the url https://127.0.0.1:8089
     
  5. When the dialog appears, insert your system password and click on Always allow button.


     

  6. Open macOS Keychain Access application (Applications > Utilities) and search for the banana.localhost certificate.


     

  7. Double click on the banana.localhost certificate, expand the Trust section and for "Secure Socket Layer (SSL)" select "Always Trust".
    Close the dialog and enter your system password to confirm the changes.

  8. Close and reopen the macOS Keychain Access application, the banana.localhost certificare appears now with a blue plus icon.

  9. Start Excel 2016 and load the Add-in.

  10. Click on the Refresh file list button.

 

 Messages

  • Cannot connect to local web server. Incorrect URL server or Banana Accounting/web server are not running.
    The connection between Banana Accounting and Excel add-in did not occur. Please follow step by step the Troubleshooting for macOS guide on this page.
  • No file is open in Banana Accounting.
    Banana Accounting is working but no file is open. Open at least one file in Banana Accounting.
  • File not selected.
    No file is selected from the files list. Refresh the files list and select one of them.