Get started with Spreadsheet Sync

Learn how to use Spreadsheet Sync.

Send data between QuickBooks Online Advanced, QuickBooks Online Accountant, or Intuit Enterprise Suite and your spreadsheet with Spreadsheet Sync.

Important:

• Only QuickBooks Online Advanced, QuickBooks Online Accountant, or Intuit Enterprise Suite admins can open and manage Spreadsheet Sync. 
• QuickBooks Online Advanced and QuickBooks Online Accountant are exclusively compatible with Excel. 
• Intuit Enterprise Suite is compatible with both Excel and Google Sheets.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view .

Benefits

• Create custom reports. Build charts and graphs with your QuickBooks data.
• Keep data synchronized. Add and edit data in your spreadsheet and sync them with your QuickBooks.
• Generate multi-company reports. Group companies and run consolidated reports.

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

Access Spreadsheet Sync

Open from QuickBooks Online Advanced

1. Go to Reports , then Spreadsheet sync (Take me there).
2. Select Run report in Excel.
3. In Excel, select Spreadsheet Sync from the ribbon on the Home tab.
4. Select Get Started, then select Sign in. Sign in to your account.

Note: If you have multiple companies, search for and select a company from the list.

Open from Excel or Google Sheets

Sign in to Spreadsheet Sync

1. Open Excel or Google Sheets.
2. Go to the Spreadsheet Sync tab.
3. Select Get started, then select Sign in. Sign in to your QuickBooks.

Note: If you have access to multiple companies, select the company you want to use.

Sign out of Spreadsheet Sync

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

Create a spreadsheet report from Microsoft Excel or Google Sheets

1. In Excel or Google Sheets, Select Run report.
2. Select the company from the Select company ▼ dropdown.
   Note: Select the Select report ▼ dropdown to choose the report you're adding data from.
3. Select the data you want to view.
   Note: The data filters vary depending on the type of report.
4. Select Run report.

Manage data in QuickBooks Online Advanced

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

Use Spreadsheet Sync to manage dimensions in Intuit Enterprise Suite

Spreadsheet Sync supports the Dimensions feature for Intuit Enterprise Suite customers with single entities. This helps you create and update dimension values for transactions directly within Spreadsheet Sync. This also helps you synchronize 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 only works for dimensions and values that already exist in Intuit Enterprise Suite. New dimension values created in the spreadsheet won't be recognized.
• Sync Limit: 1,000 records.

Access dimensions records

1. Go to Reports , then Spreadsheet sync (Take me there).
2. Select Run report in Excel.
3. Open Excel and sign in to Spreadsheet Sync.
4. Select a company account.
5. Select Records and select Create or edit records.
6. Select a company from the Select company ▼ dropdown.
7. Select a template in the Select a record type ▼ dropdown.

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

Add transactions with dimensions

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.
3. Apply filters.
4. Select Get template.
5. Select Sync to save and transfer the data back to Intuit Enterprise Suite.

Edit transactions with dimensions

1. Select Edit QuickBooks records and sync back to bring in existing records from QuickBooks.
2. Select filters.
   Note: You can select 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.
6. Select Sync.