Spreadsheet sync filters

Tmurray613 · ‎September 03, 2024

I am interested in using spreadsheet sync for internal reporting on budget vs actuals but am wondering if it's possible to filter by fields such as customer or class. When I run the report, I only see the option to filter by date and account but no other filtering options.

It would be very useful to have additional filter options.

Amanda-B

Hey there, Tmurray613.

Thanks for reaching out to the Community for support. I'd be happy to provide some information.

QuickBooks makes it easy for you to filter and run reports when you need to. At this time, the filter options that you see, are the only options available. If you'd like to see any additional filters, I suggest leaving feedback for our developers. Comments are viewed and considered as they create new features and updates for the software.

If you have any other questions, feel free to reach back out.

liruzun

Were yo able to find a solution?
I have been trying to run budgets by customer using Spreadsheet sync but doesn't seem to be an option at all.

I can download them in excel and get different tabs but can't create it from the Spreadsheet Sync section.

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