QuickBooks HelpQuickBooksHelpIntuit

Install and open Spreadsheet Sync

SOLVED•by QuickBooks•Updated 4 days ago
  • Spreadsheet Sync works with Excel Office 365. It won't work with older Excel versions.
    • If your computer's embedded browser is Internet Explorer 11, install this file to upgrade your browser to Microsoft Edge.

Note: Only QuickBooks Online Advanced admins can initially access Spreadsheet Sync and grant user permissions. (See Change the primary admin user in QuickBooks Online for more information.)

Use one of the following methods to install Spreadsheet Sync from within QuickBooks Online Advanced:

  • From the Reports tab:
    1. Select Reports (Take me there).
    2. Select the Create new report ▼ dropdown and select in spreadsheet.
  • From Settings ⚙:
    • Select Spreadsheet Sync.

Next, allow the Spreadsheet Sync add-in:

  1. In the pop-up window, select Let’s Go.
  2. In the next pop-up window, select Open Microsoft Excel app.
  3. Once Spreadsheet Sync downloads, it'll prompt Office 365 to open. Select Trust this add-in.
  4. Select Sign in. 
  5. Enter your QuickBooks Online user ID and password.
  6. Select Sign in.

Sign in to Spreadsheet Sync

Opening Spreadsheet Sync from within Excel

  1. Select Spreadsheet Sync in the Excel navigation bar.
  2. Select Sign in.
  3. Enter your QuickBooks Online user ID and password in the Spreadsheet Sync panel.
  4. Select Sign in.

Signing in again to Spreadsheet Sync if you are automatically signed out

Sign in again to Spreadsheet Sync if you are automatically signed out

If the Spreadsheet Sync toolbar in Excel is unavailable, it means you’re signed out of Spreadsheet Sync.

  • Re-enter your sign-in credentials in the Spreadsheet Sync panel.
  • You may need to close and reopen Spreadsheet Sync before signing back in. 

Signing out of Spreadsheet Sync

  • Select Sign out from the toolbar.

Was this helpful?

You must sign in to vote, reply, or post

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this