Question

Spreadsheet Sync Parameters Data Format

Forum|Forum|2 years ago
February 2, 2024
1 reply
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Is there somewhere to find a list or guide to the data formats Spreadsheet Sync accepts in the parameters, or the types of formulas that can be used to generate those parameters? I am trying to set up a comparative Trial Balance, and struggling with the formats for month, year, period, and the comparative periods.

QuickBooks Online

I

IrizA

Level 2

I have a guide that you can follow as you set up your comparative Trial Balance, Mary.

When formatting your spreadsheet templates using Spreadsheet Sync, it's important to remember to add some rows at the bottom of the template. If necessary, you can delete rows as well. Please note that you can only add new columns to the right of the existing columns. Do not delete or change the order of the columns marked with a star. Additionally, since spreadsheet automatically saves your formatting, you can select the Clear sheet option if you want to go back to the original template.

I'll leave these materials for you to learn more about importing your data using Spreadsheet Sync and explore the advanced report template:

In addition, you may use this material in case you encounter some challenges while using Spreadsheet Sync: Spreadsheet Sync troubleshooting.

If you require further assistance, please don't hesitate to reply to this post or ask a question in the Community. We are always available to help you.

M

MaryRoseHellermanAuthor

The question is not about formatting the report, but about the parameters used to customize the report. I need to know what formats Spreadsheet Sync accepts for the data input as a parameter. It gives the option to point the parameter to a cell or enter a formula, but does not give any detail on what sort of formula or what kind of data can be in the cell pointed to.

For instance: Under conditions, there is a field for 'Month". If I point that parameter to a cell in the workbook, would it accept 'February', or '2', or 'Feb', or '02'?

Bryan_M

QuickBooks Team

Hi there, Mary Rose.

Let me add info about the Spreadsheet Sync data format.

Spreadsheet Sync will only depend on the format you enter or import there. Just like Excel, you can modify the data format to your preference. However, this varies where it is from or where you will export it.

To learn more about Spreadsheet Sync's advanced report template, you can read this article: Use advanced reports in Spreadsheet Sync.

For additional questions about running reports utilizing Spreadsheet Sync, feel free to reply to this post. I'll be willing to help. Have a good one.

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