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Use report templates in Spreadsheet Sync

by Intuit Updated 1 week ago

Spreadsheet Sync’s template library includes multiple reports, such as:

  • Simple Management Report
  • Smart Profit & Loss Report

These templates automatically download data from QuickBooks Online and turn it into a formatted table. 

Management Report

The Management Report includes the following formatted spreadsheets:

  • Trial Balance - Multiple Periods
  • Balance Sheet - Multiple Periods
  • P&L - Multiple Periods

To run a Management Report:

  1. Select Run report in the Spreadsheet Sync panel.
  2. Select the company data you want to download from the Select company ▼ dropdown, then select Template library to access the templates.
  3. Select the Management Report template in which you want to get your data, then select Get template.
  4. Select Refresh to populate the spreadsheet with the latest data from your Quickbooks company.  

Note: Select Edit filters on the selected report to edit your reports.

Smart Profit & Loss report

To run a Smart Profit & Loss Report:

  1. Select Run report in the Spreadsheet Sync panel.
  2. From the Select company ▼ dropdown, select the company data you want to download.
  3. Select Template gallery to access the templates.
  4. Select the Smart Profit & Loss template in which you want to get your data and select Get Template
  5. To refresh data, select the pivot table from the Profit & Loss Report Sheet and select Refresh.
  6. Select Quick refresh to populate the Smart Profit & Loss Data sheet with the latest data from your Quickbooks company.

Note: Select Edit filters on the selected report to edit your reports.

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