Spreadsheet Sync lets you securely send data back and forth between QuickBooks Online Advanced or Accountant and your Microsoft Office Excel spreadsheet for up-to-date data and custom insights.
Using Spreadsheet Sync, you can:
- Create reports the way you want.
- Use spreadsheets to create custom charts and graphs using data from QuickBooks.
- Keep your data in sync.
- Add and edit large batches of data in your spreadsheet, and sync it right back to QuickBooks.
- Run multi-company reports in spreadsheets.
- Group companies and run consolidated reports in spreadsheets.
Tips to get started with Spreadsheet Sync
- To Sign in to Spreadsheet Sync from your QuickBooks Advanced dashboard:
- Go to Settings ⚙ and select Spreadsheet Sync. (Note: Office 365 edition of Excel is required to use Spreadsheet Sync). Follow the steps to open Excel, where you can access Spreadsheet Sync.
- From the Excel Home tab, select the Spreadsheet Sync button in the ribbon.
- Select Sign in and enter your login credentials to sign in to the tool.
- To begin pulling company data into a spreadsheet:
- Select Run a report from the Spreadsheet Sync panel.
- Select the company from the Select company ▼ dropdown.
- If more than one company has been assigned to you, select the company from the list of companies in the Choose your company screen after you sign in to begin using a company's data.
- Select the company data you want to download, then Select report under the select a report to run field to choose the report or data table you're adding data from.
- Choose Select data to get, then select the filters to download the data you want from the source.
Note: The filters vary depending on the type of report or data table. - Select Run report to get the data on the spreadsheet.
Note: You can use the spreadsheet’s native capabilities to create custom charts and graphs with your QuickBooks data.
- To add or edit data to your account:
- Select Add and edit data from the Spreadsheet Sync panel.
- Select the company from the Select company ▼ dropdown.
- Select a template in the Select a record type ▼ dropdown.
- To add data, select the Add new records to QuickBooks option.
- To edit data, select Edit QuickBooks records and sync back if you want to bring in existing records from QuickBooks. Then, select the conditions to download the data you want.
- Select Load Template. You see a message that the template has been created.
- When you're done adding or editing the records in the sheet, select Yes in the Post? column.
- Then, select Sync to QuickBooks.
- Select Sync to confirm.
Accessing Spreadsheet Sync
The following user types can access Spreadsheet Sync in QuickBooks Online Advanced:
- Primary Admin
- Company Admin
- Standard (All access)
The following parameters apply to Accountant users:
- Team members must have been provided client access
- Only clients with Advanced SKUs can use Spreadsheet Sync
- An Accountant user is considered a Company Admin on their client's company, thus all Accountant users should be able to access Spreadsheet Sync within a client's Advanced file.