Get started with Spreadsheet Sync for QuickBooks Online Advanced and Accountant

Spreadsheet Sync lets you securely send data back and forth between QuickBooks Online Advanced or Accountant and your Microsoft Office Excel spreadsheet for up-to-date data and custom insights.

Using Spreadsheet Sync, you can:

• Create reports the way you want.
  • Use spreadsheets to create custom charts and graphs using data from QuickBooks.
• Keep your data in sync.
  • Add and edit large batches of data in your spreadsheet, and sync it right back to QuickBooks.
• Run multi-company reports in spreadsheets.
  • Group companies and run consolidated reports in spreadsheets.

Tips to get started with Spreadsheet Sync

1. To Sign in to Spreadsheet Sync from your QuickBooks Advanced dashboard:
   1. Go to Settings ⚙ and select Spreadsheet Sync. (Note: Office 365 edition of Excel is required to use Spreadsheet Sync). Follow the steps to open Excel, where you can access Spreadsheet Sync.
   2. From the Excel Home tab, select the Spreadsheet Sync button in the ribbon.
   3. Select Sign in and enter your login credentials to sign in to the tool.
2. To begin pulling company data into a spreadsheet:
   1. Select Run a report from the Spreadsheet Sync panel.
   2. Select the company from the Select company ▼ dropdown.
      1. If more than one company has been assigned to you, select the company from the list of companies in the Choose your company screen after you sign in to begin using a company's data.
   3. Select the company data you want to download, then Select report under the select a report to run field to choose the report or data table you're adding data from.
   4. Choose Select data to get, then select the filters to download the data you want from the source.
      Note: The filters vary depending on the type of report or data table.
   5. Select Run report to get the data on the spreadsheet.
      Note: You can use the spreadsheet’s native capabilities to create custom charts and graphs with your QuickBooks data.
3. To add or edit data to your account:
   1. Select Add and edit data from the Spreadsheet Sync panel.
   2. Select the company from the Select company ▼ dropdown.
   3. Select a template in the Select a record type ▼ dropdown.
      1. To add data, select the Add new records to QuickBooks option.
      2. To edit data, select Edit QuickBooks records and sync back if you want to bring in existing records from QuickBooks. Then, select the conditions to download the data you want.
   4. Select Load Template. You see a message that the template has been created.
   5. When you're done adding or editing the records in the sheet, select Yes in the Post? column.
   6. Then, select Sync to QuickBooks.
   7. Select Sync to confirm.

To learn more, see how you can create and edit budgets with Spreadsheet Sync.

Accessing Spreadsheet Sync

The following user types can access Spreadsheet Sync in QuickBooks Online Advanced:

• 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.