Get started with Spreadsheet Sync

Spreadsheet Sync lets you securely send data back and forth between QuickBooks Online Advanced , QuickBooks Online Accountant, or Intuit Enterprise Suite and your spreadsheet for up-to-date data and custom insights.

With Spreadsheet Sync, you can:

• Create reports the way you want.
• Use spreadsheets to create custom charts and graphs using data from QuickBooks.
• Keep your data in sync.
• Add and edit large batches of data in your spreadsheet, and sync it right back to QuickBooks.
• Run multi-company reports in spreadsheets.
• Group companies and run consolidated reports in spreadsheets.

Note: Only QuickBooks Online Advanced , QuickBooks Online Accountant , or Intuit Enterprise Suiteadmins can open and manage Spreadsheet Sync.

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Use spreadsheet sync to measure performance and streamline your business with QuickBooks Online Advanced

Sign in and out of Spreadsheet Sync

Sign in

To Sign in to Spreadsheet Sync:

1. Open Excel or Google Sheets.
2. Go to the Spreadsheet Sync tab or menu.
3. Select Get started and then select Sign in.
4. Enter your QuickBooks credentials.
5. If you have access to multiple companies, select the company you want to use.

Sign out

1. Open Microsoft Excel or Google Sheets.
2. Go to the Spreadsheet Sync tab.
3. Select the person icon, then select Sign out.

Getting started with Spreadsheet Sync

To Sign in to Spreadsheet Sync from your QuickBooks Online Advanced:

1. Follow this link to complete the steps in product
2. Follow the on-screen steps to open Excel and access Spreadsheet Sync.
3. In Excel, select Spreadsheet Sync from the ribbon on the Home tab.
4. Select Get Started, then select Sign in and enter your QuickBooks User ID and Password.
5. If you have multiple companies, search for and select a company from the list.

Create a spreadsheet report from Microsoft Excel or Google Sheets

1. Select Run report from the Spreadsheet Sync panel.
2. Select the company from the Select company ▼ dropdown. Use the Select report dropdown to choose the report you're adding data from.
3. Select the filters based on the data you want to view. The filters vary depending on the type of report or data table.
4. Select Run report to get the data in the spreadsheet.

Add or edit data to your company in QuickBooks Online Advanced

1. Select Create or edit records from the Spreadsheet Sync panel.
2. Select the company data you want to edit or add to from the Select company ▼ dropdown.
3. Select a template in the Select a record type ▼ dropdown.
4. To add data:
   1. Select Add new records to QuickBooks, then select Get template.
5. To edit data:
   1. Select Edit QuickBooks records and sync back to bring in existing records from QuickBooks.
   2. Select filters to download the data you want. You can choose an option from the Create date, Item type, and Item status dropdowns.
   3. Select Get template.
6. After choosing to add or edit data, enter information about transactions on each line of the sheet. Mark the row as Yes if you want to sync it back to QuickBooks.
7. When you're done creating or editing the records in the sheet, select Sync to QuickBooks.
8. Select Sync to confirm.

Add or edit transactions with Dimensions in Intuit Enterprise Suite

For Intuit Enterprise Suite customers with single entities, Spreadsheet Sync supports the Dimensions feature. This tool helps you create and update dimension values for transactions directly within Spreadsheet Sync, with seamless synchronization back to Intuit Enterprise Suite.

Here are some things to know about using Dimensions in Spreadsheet Sync:

• Supported transactions include: Journal entries, invoice and bills, credit memo, vendor credit, expenses and sales receipts, estimates, and purchase orders.
• This feature works only for dimensions and values that already exist in Intuit Enterprise Suite. New dimension values created in the spreadsheet won't be recognized.
• Sync Limit: There’s a 1,000-record max-limit for syncing data back to Intuit Enterprise Suite.

To add or edit transactions with Dimensions, follow these steps:

1. Follow this link to complete the steps in product
2. Select Run report in Excel.
3. Open Excel and log in to Spreadsheet Sync.
4. Select a company account.
5. Go to Records and select Create or edit records.
6. Select the company data you want to edit or add to from the Select company ▼ dropdown.
7. Select a template in the Select a record type ▼ dropdown.

From here, you’ll have the option to add or edit your data:

To add data

For new records, add transaction details and dimensions directly to the sheet.

1. Select Add new records to QuickBooks.
2. Select Select dimension columns to configure the dimension fields to be included in the sheet.
3. Apply filters, such as transaction type or date range.
4. Select Get template.

To edit data

For existing records, update or add dimension values as needed.

1. Select Edit QuickBooks records and sync back to bring in existing records from QuickBooks.
2. Select filters to download the data you want. You can choose an option from the Create date, Item type, and Item status dropdowns.
3. Select Select dimension columns to configure the dimension fields to be included in the sheet.
4. Apply filters, such as transaction type or date range.
5. Select Get template.

Sync Back to  Intuit Enterprise Suite

Once the template is done, save and transfer the data back to Intuit Enterprise Suite by pressing the Sync button.

Related links

Create and edit budgets in Spreadsheet Sync