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Create and edit reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant

by Intuit•2• Updated 4 months ago

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

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

Note: Accessing SpreadSheet Sync

The following user types can access SpreadSheet Sync:

  • Primary Admin
  • Company Admin
  • Standard (All access)

The following parameters apply to Accountant users:

  • Team members must have been provided client access
  • Only clients with Advanced SKUs can use 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 Run report on the Spreadsheet Sync homepage.
  2. Select Select report from the dropdown menu and search for the report by typing in the report name.
  3. Select the report you want to run.

Types of reports

Standard reports

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

  • Business Overview: This section includes statement of cash flows, balance sheet, stock valuation summary, profit and loss, trial balance, and budget reports.
  • 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: This section includes reports detailing information about what money you owe and the suppliers you owe money to.
  • Who owes you: This section includes reports about the customers who owe you money. Reports in this category include A/R Ageing Summary, Collections Report, Open Invoices, and other reports designed to help you manage your customer receivables.
  • Expenses and suppliers: This section 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: This section 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: This section includes reports about your payments and transfers.
  • Employees: This section includes reports on employee time tracking information in QuickBooks.

Custom reports

Custom Reports includes all reports you create in QuickBooks Online using the custom reports builder. However, the pivot table or grouping applied in QBO won’t carry forward in spreadsheets.

You can use Spreadsheet Sync's report templates to analyse and present QuickBooks Online Advanced data.

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 or Accountant company from the Select company ▼ dropdown.
  3. Select Select report to choose the report or template you want to use.
  4. Select the filters you want to apply on the report.
    • 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, choose filters for total time period and comparative time periods.)
  5. Select Run report to generate the report on the spreadsheet.

Format 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.)

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