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Create and edit reports in Spreadsheet Sync

SOLVED•by QuickBooks•3•Updated March 08, 2024

You can use Spreadsheet Sync's report templates for analysing and presenting QuickBooks Online Advanced data. 

Advanced reports

Advanced reports include formatted pivot tables that can be automatically filled with QuickBooks Online Advanced data and then used to generate charts and graphs.

There is a package template: Simple Management Report.

QuickBooks Online reports

QuickBooks Online reports can be created and customised in Spreadsheet Sync. They don't include pivot tables.

You can also choose to download QuickBooks Online Advanced transaction or account data into a data table.

These reports and tables are organised by category. See the types of QuickBooks Online reports and data tables available in Spreadsheet Sync section below.

  1. Advanced reports include formatted pivot tables that can be automatically filled with QuickBooks Online Advanced data and then used to generate charts and graphs.
    1. There are two package advance templates of this kind: Simple Management Report and Smart Profit & Loss report.
  2. QuickBooks Online reports can be created and customised in Spreadsheet Sync. They don't include pivot tables.
    1. You can also choose to download QuickBooks Online Advanced transaction or account data into a data table.
    2. These reports and tables are organised by category. See the Types of QuickBooks Online reports and data tables available in Spreadsheet Sync section below.

Select Refresh from the toolbar to update a report with the latest QuickBooks Online Advanced data. You can also fill templates manually.

Note: Only QuickBooks Online Advanced account administrators can open and manage Spreadsheet Sync.

  • An Accountant user is considered a Company Admin on their client's company, thus all Accountant users should be able to access SpreadSheet Sync within a client's Advanced file.

The Simple Management and Smart Profit & Loss (P&L) reports let you quickly analyse the financial health of a company or companies. They include formatted pivot tables you can segment with slicers.

  1. The Simple Management Report includes 3 formatted spreadsheets.
    • Trial Balance
    • Balance Sheet
    • Profit & Loss
  1. Smart Profit & Loss includes a formatted spreadsheet for showing P&L data in detail.

See Using Spreadsheet Sync’s advanced reports to learn how to create an advanced report.

Choose a QuickBooks Online report to analyse or present a company's data.

  1. Select Build Reports in the Spreadsheet Sync tab of Excel, or select Run a report in the Spreadsheet Sync panel.
  2. From the ▼ dropdown under Select company, select a company.
  3. Choose Select report and select from the Standard, Custom Reports, or the Templates tab. Select the arrow > next to the type of report you want to use to show more options.

Types of reports

1. Standard reports

In the Standard tab, the reports are organised into several categories. The categories include:

  • Business overview: this category includes summary and detailed reports that report on the performance and position of your business.
  • For my accountant: this section of reports is dedicated to accountant reports. These reports are often used by your accountant to help prepare your year-end reports and taxes.
  • What you owe: includes reports detailing information about what money you owe and the suppliers you owe money to.
  • Who owes you: includes reports about the customers who owe you money. Reports in this category include A/R Ageing Summary, Charges, Invoices, and other reports designed to help you manage your customer receivables.
  • Expenses and suppliers: includes reports about your expenses and purchases. Here you’ll find detailed information about purchases including Purchase Order reports, and other purchasing information.
  • Sales and customers: includes reports detailing information about your sales made to your customers. This category reports in detail about sales of products and services and details about customers who purchase your products and services.
  • Bank transactions: includes reports about your payments and transfers.
  • Employees: includes reports on employee time tracking information in QuickBooks.

2. Custom reports

All custom reports created in QuickBooks Online through "Custom Report Builder (CRB)" will be available in this section of spreadsheet sync.

Note: Grouping/pivot actions applied to these reports in CRB, don't carry over. The report will be in tabular format with field columns. Any additional formatting like pivots or charts can be applied to get the desired insights.

To add new data to the bottom of a report, select Refresh in the toolbar, then All Sheets, and then Append in the Refresh window.

To create and edit a QuickBooks Online report, follow these steps:

  1. In the Spreadsheet Sync panel, select Run a report.
  2. Select your QuickBooks Online Advanced company from the Select company ▼ dropdown.
  3. If you're assigned to multiple companies, select Company settings in the Spreadsheet Sync toolbar and choose to Add company to begin using a company's data.
    Note: Only admin users can add companies to Spreadsheet Sync. If a non-admin user tries to add the company, they receive an error.
  4. Choose Select report to choose the report or template you want to use.
  5. Select Select data to get to filter data for the report.
  6. In the filter window for reports (Note: Filters will vary depending on the type of report):
    1. In the Filters section, choose the Date, Period, Basis, Class, Location, Customer/Supplier, or Item.
    2. Under Date range, select whether to see weekly, monthly, quarterly, or yearly data and the start and end dates of your data period. (For multiple period reports, select filters for a total time period and comparative time periods.)
  7. Once the report generates, a Report created window appears.

Formatting your report

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.)

  • To update the sheets with the latest data from QuickBooks, select Refresh in the toolbar, then select All Sheets, then Update report in the Spreadsheet Sync panel.

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