Let me clarify the capabilities and limitations of cloud-based spreadsheet sync in relation to QuickBooks Online, John.
Google Sheets and cloud-based versions of Excel are currently incompatible with the spreadsheet sync feature, as it is specifically designed for use with Microsoft Excel.
If you are encountering issues with the create or edit records option in the sidebar menu. I suggest saving your file, then closing and reopening the spreadsheet sync. Additionally, please check for updates, verify software compatibility, and ensure that you are using the Office 365 edition of Excel, as this is required to access the spreadsheet sync functionality.
You can refer to this article for more detailed information on importing data in QuickBooks Online, which explains how to use record templates to streamline the data import process: Import data using Spreadsheet Sync in QuickBooks Online Advanced or Accountant.
Additionally, you can utilize the report templates in Spreadsheet Sync to analyze and present data from QuickBooks Online Advanced or Accountant. Please refer to this article: Create and edit reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant.
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