Frequently asked questions about Spreadsheet Sync in QuickBooks

Spreadsheet Sync allows you to sync Excel with your QuickBooks Online Advanced or Accountant company, offering:

• Data flexibility: Pull data into Excel, edit it, and post it back to QuickBooks.
• Custom templates: Create new data entries using records and transaction templates.
• Enhanced reporting: Build custom reports or pivot tables and refresh them with real-time QuickBooks data.

For more details, see Get started with Spreadsheet Sync for QuickBooks Online Advanced and Accountant.

Spreadsheet Sync is available only for QuickBooks Online Advanced and Accountant customers. If you’re using Simple Start, Essentials, or Plus, follow the steps to upgrade your subscription to QuickBooks Online Advanced.

1. Log in as an admin in your QuickBooks Online Advanced account. (Learn more about changing admin users).
2. Follow the instructions on how to install and open Spreadsheet Sync.

Important notes:

• Spreadsheet Sync is compatible with Office 365 Excel and Google Sheets (not older Excel versions).
• If your computer's default browser is Internet Explorer 11, install this file to upgrade your browser to Microsoft Edge.

Spreadsheet Sync is included in the cost of your QuickBooks Online Advanced or Accountant subscription. If you need access, follow the steps to upgrade your QuickBooks Online subscription.

Spreadsheet Sync’s posting function allows you to edit multiple transactions at once and post the changes back to QuickBooks.

1. Select Spreadsheet Sync from the toolbar and sign in to Spreadsheet Sync.
2. Select Create or edit records.
3. Select the company data from the Select company ▼ dropdown.
4. Select the Invoices and Bills template.
5. To download and sync data, select Edit QuickBooks records and sync back, then filter the data you need.
6. (Optional) Use Select custom field columns to edit transactions and fields.
7. Select transaction type.
8. Select Get template to view and update the data.
9. In the Post? column, select Yes for the transactions to import.
10. Select Sync to QuickBooks in the task panel, then select Sync to confirm.
11. Use View sync details to check successful imports and address any errors.

For detailed instructions, see Import data using Spreadsheet Sync in QuickBooks Online Advanced.

1. Open the Spreadsheet Sync task panel and select Run report.
2. From the Select company ▼ dropdown, select your QuickBooks Online Advanced or Accountant company.
3. Select a report from the Select report ▼ menu.
4. Apply filters as needed.
5. Set the date range for weekly, monthly, quarterly, or yearly data.
6. Select Run report to generate your P&L report in Excel.

Learn more about creating and editing reports in Spreadsheet Sync.

1. Open your excel file and log into Spreadsheet Sync.
2. Select Quick refresh to pull the latest data from QuickBooks based on existing filters.
3. Use Edit filters to update the data using new criteria.
4. Enable Automatic refresh for updates every time you open the workbook or sign in.

For more information, see Get started with Spreadsheet Sync for QuickBooks Online Advanced and Accountant.

To contact our support team, sign in to your QuickBooks Online company. Select Help, then Contact Us.