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Working with the Spreadsheet Sync user interface in QuickBooks Online Advanced and Accountant
by Intuit• Updated 4 months ago
This article explains Spreadsheet Sync's tab and panel functions within Microsoft Office Excel. Make sure you’re signed into your QuickBooks account through Spreadsheet sync to see all the features and functions explained below.
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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