Use report templates in Spreadsheet Sync

Spreadsheet Sync’s template library allows you to automatically download data from QuickBooks Online and turn it into formatted tables. You can use these templates to quickly generate and update key financial documents, including the Management Report and the Smart Profit & Loss Report.

These templates automatically download data from QuickBooks Online and turn it into a formatted table.

Run a management report

The Management Report includes the following formatted spreadsheets:

• Trial Balance - Multiple Periods
• Balance Sheet - Multiple Periods
• Profit & Loss - Multiple Periods

To run a Management Report:

1. Go to Reports and select Spreadsheet sync (Take me there).
2. Select Run report in the Spreadsheet Sync panel.
3. From the Select company ▼ dropdown, select the company data you want to download.
4. Select Template gallery to access the templates.
5. Select the Management Report template in which you want to get your data, then select Get template.
6. Select Refresh to populate the spreadsheet with the latest data from your QuickBooks company.

Note: If you want to edit your reports, select Edit filters on the selected reports.

Smart profit and loss report

To run a Smart Profit & Loss Report

1. Go to Reports and select Spreadsheet sync (Take me there).
2. Select Run report in the Spreadsheet Sync panel.
3. From the Select company ▼ dropdown, select the company data you want to download.
4. Select Template gallery to access the templates.
5. Select the Smart Profit & Loss template in which you want to get your data and select Get Template. 
6. To refresh data, select the pivot table from the Profit & Loss Report Sheet and select Refresh.
7. Select Quick refresh to populate the Smart Profit & Loss Data sheet with the latest data from your QuickBooks company.

Note: If you want to edit your reports, select Edit filters on the selected reports.