Spreadsheet Sync FAQ

Our dedicated Spreadsheet Sync team is available Mon–Fri, 6a-6p PT. You can reach them by signing into Spreadsheet Sync and selecting Help, then Contact Us. 

For any other questions related to your QuickBooks Online Advanced account, reach out to the 'QuickBooks Support team' by signing into QuickBooks Online and selecting Help, then Contact Us.

Spreadsheet Sync lets you sync Excel to your QuickBooks Online Advanced account. Here are some of the benefits:

• Pull data into an Excel spreadsheet, edit it, and then post it back to QuickBooks Online Advanced.
• Create new data to post to QuickBooks Online Advanced using Spreadsheet Sync records and transaction templates.
• Create custom reports or pivot tables and refresh them with up-to-date QuickBooks Online data.

At this time, Spreadsheet Sync is only available to QuickBooks Online Advanced customers. If you’d like to change plans to QuickBooks Online Advanced, reach out to our sales team at 844-344-3065 and they'll be happy to help you.

First of all, make sure you’re logged in as an admin in your QuickBooks Online Advanced account. (See Change the primary admin user in QuickBooks Online for more information). Then follow the instructions in How to install and open Spreadsheet Sync. 

• Spreadsheet Sync works with the Office 365 edition of Excel. It won't work with older Excel versions. 
• If your computer's default browser is Internet Explorer 11, install this file to upgrade your browser to Microsoft Edge.

Spreadsheet Sync is included in the cost of QuickBooks Online Advanced. If you don’t currently have QuickBooks Online Advanced, reach out to our sales team at 844-344-3065 and they'll be happy to help you.

Spreadsheet Sync’s posting function lets you edit company transactions in bulk and post the information back to QuickBooks Online Advanced. Here’s how: 

1. Select Manage Records in the toolbar.
2. Under Records to create or edit, select the Invoices and Bills template.
3. Under Company or Group, select the company data you want to use.
   1. Select Company Settings in the toolbar to access companies or groups assigned to you.
4. Next to Bring in existing records from QuickBooks?, switch the button to green.
   1. In the parameters window, select Txn (Transaction) Date, Due Date, and Transaction Type to filter your data.
   2. Select OK.
5. Once you’ve finished updating your invoices, select Post data to QuickBooks.
6. In the post info window, you'll see the number of line items successfully updated and if there were any line errors.

With Spreadsheet Sync, you can generate both high-level reports and routine transaction reports. 

Advanced templates include P&L reports, trial balance, and balance sheet. Examples of other financial reports include Statement of Cash Flows, A/P Aging Summary, Sales reports, and more.

To run a report:

1. Select Build Reports in the toolbar.
2. In the Build report task panel, under Company or Group, select the company data you want to use.
   1. Select Company Settings in the toolbar to access companies or groups assigned to you.
3. Select Select data source and then Reports to select either a Profit and Loss - Account Details or a Profit and Loss - Multiple Periods report.
4. Click on Select data to get to open the parameters window.
   1. In the Presets field, enter a name to save your filters as a preset or choose a previously saved preset. 
   2. In the dropdown menus for Basis, Class, Location, Customer, or Item, choose how to filter the data.
   3. Under Date Macro, choose a time period or check the boxes next to From Date and To Date to set an exact date range.
   4. Under Options, choose whether to download data as an Excel Table or Raw Data and in a New Sheet or Current Sheet.
5. Data will automatically download from QuickBooks Online Advanced. You can refresh information at any time by selecting Refresh in the toolbar.
6. See How to create and edit reports in Spreadsheet Sync to learn more.

You can update customized reports you created in Spreadsheet Sync at any time.

1. Select Get Started in the toolbar and choose Existing file.
2. Select a previously saved Spreadsheet Sync report.
3. Select Refresh in the toolbar. Then:
   1. Current Sheet (Quick) to update data according to previously set filters.
   2. Current Sheet to update data using filters you choose.
   3. All sheets to update all sheets or individual sheets within an Excel workbook.
      1. You can also select Append to add new data to the bottom of a spreadsheet.
   4. Automatic refresh to update a workbook or individual sheets every time you open the workbook or log in to Spreadsheet Sync.
4. You can delete unnecessary columns and rows to format the report. Spreadsheet Sync will save your formatting preferences. Note: Deleted rows can't be recovered.