I'm here to share some details about the user access for the Spreadsheet Sync feature, @joeyf-createroom.
When accessing the Spreadsheet Sync in QuickBooks Online Advance, only the admin users can open and manage the file. That's the reason why you're unable to pull any data if you don't log in using the admin rights.
To earn about the different options for user roles and access permissions, check out these articles:
I've collected these articles for more tips on how to use the Spreadsheet Sync feature in QBOA:
You can always get back to me here if you have any other questions. We'll be around to lend a helping hand. Have a lovely day, @joeyf-createroom.
Thank you for your help. I think I need to clean up my terminology a bit. Is there a way for multiple admins to share app connection ownership? I'm a company admin and can use Spreadsheet Sync, but I can only connect by transferring the app connection ownership to myself, leaving others unable to use Spreadsheet Sync. Is there a way for multiple company admins to pull data using Spreadsheet Sync at the same time?
Thanks for providing us a clear statement, Joey. I’ve got some information to share with you.
At this moment, sharing app connection ownership for multiple admins isn’t possible in QuickBooks Online. Only one admin can pull up data using Spreadsheet Sync.
QuickBooks developers always search for ways to improve user experience by promoting helpful and efficient features to streamline processes that suit your business needs.
You can send this idea through the Feedback option so our Product Development teams can take a look and might consider this as part of the future enhancements. To do that, follow these steps:
You can track feature requests through the QuickBooks Online Customer Feedback website.
I’ve attached these resources to learn more about Spreadsheet Sync and how a user can access the companies assigned to them:
Please let us know if you have any other questions or concerns besides the Spreadsheet Sync feature. We’d be glad to help you further. Have a good one and take care always!
Thanks for chiming into this discussion, Jeff. Allow me to provide some details regarding the maximum number of users who can utilize the Spreadsheet Sync in QuickBooks Online (QBO) Advanced.
In QBO Advanced, only admin users are able to access and manage the Spreadsheet Sync feature.
To get started, please see this article for the procedures: What's Spreadsheet Sync?
Additionally, we've included the most commonly asked questions about the new Spreadsheet Sync feature in QBO. Please refer to this link for the answers: Spreadsheet Sync FAQ.
If you have any further queries about the Spreadsheet Sync, please feel free to ask them in this post. I'll make sure to respond to you right away to continue assisting you. I hope you have a good day!
Hi, I am very excited to use Spreadsheet Sync. Is there still limitation that there is only one admin that can use the feature? or Can there be 2 admins for each Company? How can we have multiple users for this feature?
Per your previous response: "In QBO Advanced, only admin users are able to access and manage the Spreadsheet Sync feature. "
The response indicate that there can be multiple admin users (not just one user), is that correct?
Is there still limitation on how many users can use the spreadsheet sync feature?
Per previous response: In QBO Advanced, only admin users are able to access and manage the Spreadsheet Sync feature.
The response indicate that there can be multiple admin users (not only one) so that 2 or more users per company can use the feature. Is that correct?
Thank you for joining us here in the Community. Allow me to chime in and confirm things about the Spreadsheet Sync feature in QuickBooks Online Advanced.
You're right. The primary admin and all company admin users added to the account can use the feature.
There's no limit to users who can access Spreadsheet Sync. As long as users are added as a company admins, they can access this section.
Also, users with the appropriate permissions can manage user profiles in QuickBooks Online. I've included a link you can check out for additional guidance on the process: Add and manage users in QuickBooks Online.
Please let me know if you need anything else regarding sharing data between Spreadsheet Sync and QuickBooks. We'll be sure to lend a hand. Keep safe.