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Hey there, Elizabeth. It’s great to see you taking the initiative to enhance your spreadsheet capabilities. I'm here to assist you with this task and ensure you can achieve your goals.
You can't find the Select custom field columns option because the sheet is protected. You'll need to enter your QuickBooks Online (QBO) account password to unprotect the sheet. Since you’ve already tried, I encourage you to give it another go, ensuring the password you enter is correct.
If it doesn't work, I recommend contacting our support team for further assistance. They can help you resolve password issues, add custom fields, and troubleshoot any technical problems with your account.
Here's how to reach them:
- Log in to your QBO account.
- Navigate to the Help (?) menu.
- Open the Search tab and select Contact Us.
- Input a brief explanation of your concern in the provided field, then click Continue.
- Choose the Chat or Callback option.
The support hours for QBO Advanced users are available 24/7, so you can get help whenever you need it.
For more detailed guidance on editing your record templates, visit this article: Import data using Spreadsheet Sync in QuickBooks Online Advanced or Accountant.
To help you manage Spreadsheet Sync better, I’ve also included an article on some common questions: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.
You can always return and drop a comment if you need more help, Elizabeth. I'm here to support you every step of the way. Take care and have a great day!
