Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant

Our Customer Success team is available Monday to Friday, from 8 AM to 7 PM. You can reach them by signing into QuickBooks and selecting Help, then Contact Us. 

For any other questions related to your QuickBooks Online Advanced and Accountant account, reach out to the 'QuickBooks Support team' by signing into QuickBooks Online and selecting Help, then Contact Us.

Spreadsheet Sync lets you sync Excel to your QuickBooks Online Advanced or Accountant file. Here are some of the benefits:

• Pull data into an Excel spreadsheet, edit it, and then post it back to QuickBooks Online Advanced.
• Create new data to post to QuickBooks Online Advanced using Spreadsheet Sync records and transaction templates.
• Create custom reports or pivot tables and refresh them with up-to-date QuickBooks Online data.

At this time, Spreadsheet Sync is only available to QuickBooks Online Advanced or QuickBooks Online Accountant customers. If you’re using Simple Start, Essentials or Plus and you’d like to change your subscription to QuickBooks Online Advanced, you can do so by following the steps to upgrade your subscription.

First of all, make sure you’re logged in as an admin in your QuickBooks Online Advanced account. (See Change the primary admin user in QuickBooks Online for more information). Then follow the instructions in How to install and open Spreadsheet Sync. 

• Spreadsheet Sync works with the Office 365 edition of Excel. It won't work with 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 with your QuickBooks Online Advanced or Accountant subscription. If you don’t currently have QuickBooks Online Advanced, you can upgrade your subscription by following the instructions in our support article Upgrade or downgrade your QuickBooks Online subscription.

Spreadsheet Sync is included in the cost of QuickBooks Online Advanced.

Spreadsheet Sync’s posting function lets you edit company transactions in bulk and post the information back to QuickBooks Online Advanced or Accountant. Here’s how: 

1. Select Manage Records in the toolbar. 
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.

With Spreadsheet Sync, you can generate both high-level reports and routine transaction reports. 

Advanced templates include P&L reports, trial balance, and balance sheet. Examples of other financial reports include Statement of Cash Flows, A/P Ageing Summary, Sales reports, and more.

To run a report:

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.
4. From the Standard tab, select the Business overview dropdown. Then select Profit and Loss - Account Details or Profit and Loss - Multiple Periods. 
5. Select Select data to get, then select the filters to download the data you want from the source. Note: The filters depend on the type of report.
6. Select Run report to get the data in the spreadsheet.

You can update customised reports you created in Spreadsheet Sync at any time.

1. Open a previously saved Spreadsheet Sync report. 
2. In the Spreadsheet Sync toolbar, select Refresh.
3. From the dropdown menu, select how to refresh an open spreadsheet.
   1. Quick refresh (current sheet) refreshes the current spreadsheet according to previously set data filters.
   2. Advanced refresh updates the open spreadsheet using the filters you select. Select Update report. 
   3. Automatic refresh updates sheets every time you open the workbook or log in to Spreadsheet Sync. Select the sheet, and then select Save.
4. You can add or delete columns and rows to format the report. Spreadsheet Sync will save your formatting preferences. (Note: Deleted rows can't be recovered).