Using QuickBooks Online Advanced reporting tools and Spreadsheet Sync

With QuickBooks Online Advanced, you have several options for creating custom reports. You can use QuickBooks Online's report functions or Excel-based Spreadsheet Sync for spreadsheet reporting.

With Spreadsheet Sync, you can upload and download QuickBooks Online Advanced information and use customizable templates for formatting your data.

Create a detailed Profit & Loss, Trial Balance, or Balance Sheet report with Spreadsheet Sync

Spreadsheet Sync lets you pull current QuickBooks Online Advanced data into a formatted spreadsheet and create pivot tables you can segment with slicers.

It includes the following report templates:

1. Go to Reports and select Spreadsheet sync (Take me there).
2. Select Run report in Excel, then follow the steps to download and install the add-in and create or run the report.
3. The Simple Management Report includes 3 formatted spreadsheets:
   • Trial Balance
   • Balance Sheet
   • Profit and Loss
4. The Profit and Loss includes one spreadsheet for showing Profit and Loss data in detail.
5. Other QuickBooks Online report templates include:
   • Budget Overview
   • Budget vs. Actuals
   • Statement of Cash Flows
   • Inventory Valuation Summary
   • Supplier Balance Summary or Supplier Balance Detail
   • A/P Aging Summary or A/P Aging Detail
   • Customer Balance Summary or Customer Balance Detail
   • A/R Aging Summary or A/R Aging Detail
   • Expenses by Supplier
   • Sales by Product/Service Summary, Sales by Class Summary or Sales by Customer Summary

To learn more, see How to create and edit reports in Spreadsheet Sync and Create custom reports in QuickBooks Online Advanced.