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-precisionmg-com
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Unpaid Bills and my other custom reports are not available in the 'Select Report' field in spreadsheet sync. what causes the issue and how do I fix this? Thank you

i followed the instruction on how to generate report. the only problem is my preferred reports are not available in the spreadsheet sync
1 Comment 1
CharleneMaeF
QuickBooks Team

Unpaid Bills and my other custom reports are not available in the 'Select Report' field in spreadsheet sync. what causes the issue and how do I fix this? Thank you

Viewing your reports and transactions in Spreadsheet Sync is essential in analyzing your QuickBooks data, precisionmg. Let's work hand in hand to view all the missing entries and reports.

 

One possible reason why the unpaid bills and other custom reports aren't showing when clicking the  Select report button is the Excel spreadsheet needs to be refreshed. This way, the latest data from your QuickBooks company file will populate in the Spreadsheet Sync.

 

Here's how to update the data:

 

  1. Open the Spreadsheet Sync.
  2. Go to Refresh in the toolbar.
  3. Select Quick refresh to view the transactions and reports.

 

To learn more about how the Spreadsheet Sync feature works, you can browse these articles below:

 

 

Finally, you can browse these resources to help you utilize report templates, import data using Spreadsheet Sync, or create groups to run multi-company reporting:

 

 

My team and I are always ready to lend a hand if you require additional assistance creating custom reports using Spreadsheet Sync or pulling up your data in Excel. You can get back to us on this thread or start a new one to let us know.