Use advanced reports in Spreadsheet Sync

Spreadsheet Sync’s advanced report template includes a Management Report. This template automatically downloads data from QuickBooks Online and turns it into a formatted table. 

To open an advanced report template:

1. Select Get Started in the Spreadsheet Sync tab of Excel, then select Run a report.
2. Select the company data you want to download from the Select Company dropdown, then Select report to choose the report or data table you're adding data from.
3. Select the Templates tab, then Management Report to open a package of formatted spreadsheets.

What to know about advanced report templates

The Management Report includes the following formatted spreadsheets:

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

Create a report using templates

1. In the Spreadsheet Sync tab of Excel, select Get Started.
2. In the Spreadsheet Sync panel, select Run a report.
3. In the Select company ▼ dropdown, select the company data you want to use. You can select Company Settings in the toolbar to access companies or groups assigned to you.
4. Choose Select report or Change.
5. Select the Templates tab, then Management Report.
6. Select Refresh. If you don't see Refresh, select Refresh, then Advanced refresh.
7. In the Advanced refresh window, make sure you select Select all. Then:
   1. Select Update report.
   2. Once the report is generated, a Report updated window appears.
8. Select Edit refresh.
9. In the Advanced refresh window, select Edit filters.
10. In the Customize report window:
    1. Choose the sample time period and comparative periods for your data by changing the values in the template's Notes & Controls page.
       1. In the grey box, select the month, year, data period, and comparative data periods.
          1. Values only need to be filled once for the three sheets in the Management report. However, the parameters window will open three successive times, one time for each sheet. Select Refresh, then Quick refresh (current sheet) each time.
    2. You can also select Class, Location, or Accounting method depending on the report.
    3. Choose a previously saved preset filter name or select Save this filter.
       • When you select Save this filter, enter a name for the filter in the Filter name field to save it
    4. Select Done.
    5. Select Update report.
    6. Once the report is generated, a Report updated window appears.

Format your report

You can add or delete columns and rows to format the report. Spreadsheet Sync will save your formatting preferences.

Note: Deleted rows can't be recovered.

For more information

For more information, review our article about Spreadsheet Sync troubleshooting.