Working with the Spreadsheet Sync user interface in QuickBooks Online Advanced and Accountant

Company settings let you import your QuickBooks Online Advanced company data into Spreadsheet Sync. You’ll find this button in the top ribbon of the Spreadsheet Sync tab.

• Admins can add other QuickBooks Online Advanced companies associated with their Intuit Account.
• A list of companies connected to Spreadsheet Sync is visible under the Companies section.
• You can also put your connected companies into Groups to create consolidated reports. 

Get Started helps you choose your activity. You’ll find this button in the Spreadsheet Sync tab. Available options are:

• Run a report from the latest company data, or start with a template.
• Add and edit data like transactions, lists, or other records and sync with QuickBooks.
• Run multi-company reports by grouping companies to get a consolidated financial report.
• Manage budgets by creating or editing a budget and then saving it to QuickBooks.

Run report directs you to:

Build Reports directs you to:

• Select the company data from QuickBooks Online Advanced you want to use for a report from the Select company ▼ dropdown.
  • Reports include standard accounting reports such as Profit & Loss and trial balance as well as transaction, stock, and sales reports.
• Select report to choose a report or template.
• Select data to get to select a date range or multiple time periods for your data as well as filter by class, location, and other categories (filters will vary depending on the type of report or data table).

Refresh lets you update the data in your spreadsheet at any time. In the dropdown, select:

• Quick refresh (current sheet) to refresh data according to filters previously selected.
• Advanced refresh to select the time period and other filters for updating data.
• Automatic refresh to automatically update selected sheets every time you sign in to Spreadsheet Sync or when you open the workbook. 

Manage Records lets you post data to QuickBooks Online Advanced or download data, make bulk edits, and then repost it. 

• Use list templates to automatically add customers, suppliers, employees, account types, or journal entries to your QuickBooks Online Advanced company.

Clear Sheet lets you clear the data and formatting from a spreadsheet and return to the original template.

• Field items can be added in QuickBooks Online Advanced by using a Spreadsheet Sync list template such as Classes & Departments or Suppliers & Customers.
• Field items appear in dropdown lists within a transaction template.
  • For example, in an Invoices & Bills record, you must fill in the customer, supplier, item, and account from a dropdown list.

Update Fields makes visible within a transaction template any new customers, suppliers, employees, accounts, or journal entries added to your QuickBooks Online Advanced company. 

• Field items can be added to QuickBooks Online Advanced or Accountant by using a Spreadsheet Sync list template such as Class and Location, or Suppliers and Customers.
• Field items appear in dropdown lists within a transaction template.
  • For example, in an Invoices and Bills record, you must fill in the customer, supplier, item, and account from a dropdown list. 

Sync to QuickBooks lets you post to QuickBooks Online Advanced any data added to a Spreadsheet Sync records template.

Help connects you to our community of QuickBooks Online Advanced Support.