Create and edit reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant
by Intuit• Updated 4 months ago
You can use Spreadsheet Sync's report templates for analysing and presenting QuickBooks Online Advanced or Accountant data.
QuickBooks Online reports
QuickBooks Online reports can be created and customised in Spreadsheet Sync. They don't include pivot tables.
You can also choose to download QuickBooks Online Advanced transaction or account data into a data table.
These reports and tables are organised by category. See the types of QuickBooks Online reports and data tables available in Spreadsheet Sync section below.
- Advanced reports include formatted pivot tables that can be automatically filled with QuickBooks Online Advanced data and then used to generate charts and graphs.
- There are two package advance templates of this kind: Management Report and Smart Profit & Loss report.
- QuickBooks Online reports can be created and customised in Spreadsheet Sync. They don't include pivot tables.
- You can also choose to download QuickBooks Online Advanced transaction or account data into a data table.
- These reports and tables are organised by category. See the Types of QuickBooks Online reports and data tables available in Spreadsheet Sync section below.
Select Quick refresh from the toolbar to update a report with the latest QuickBooks Online Advanced data. You can also fill templates manually.
Note: Accessing SpreadSheet Sync
The following user types can access SpreadSheet Sync:
- 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.
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