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Use report templates in Spreadsheet Sync
by Intuit• Updated 3 months ago
Spreadsheet Sync’s template library includes multiple reports, such as:
- Management Report
- Smart Profit & Loss 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 Periods
- Balance Sheet - Multiple Periods
- Profit & Loss - Multiple Periods
To run a Management Report:
- Select Run report in the Spreadsheet Sync panel.
- From the Select company ▼ dropdown, select the company data you want to download.
- Select Template gallery to access the templates.
- Select the Management Report template in which you want to get your data, then select Get template.
- Select Refresh to populate the spreadsheet with the latest data from your QuickBooks company.
Note: If you want to edit your reports, select Edit filters on the selected reports.
Smart Profit & Loss report
To run a Smart Profit & Loss Report
- Select Run report in the Spreadsheet Sync panel.
- From the Select company ▼ dropdown, select the company data you want to download.
- Select Template gallery to access the templates.
- Select the Smart Profit & Loss template in which you want to get your data and select Get Template.
- To refresh data, select the pivot table from the Profit & Loss Report Sheet and select Refresh.
- Select Quick refresh to populate the Smart Profit & Loss Data sheet with the latest data from your Quickbooks company.
Note: If you want to edit your reports, select Edit filters on the selected reports.
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