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Use report templates in Spreadsheet Sync

by Intuit• Updated 2 weeks ago

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.

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



Management Report

The Management Report includes the following formatted spreadsheets:

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

To run a management report:

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

Note: Select Edit filters on the selected report to edit your reports.