Get started with Spreadsheet Sync

Spreadsheet Sync lets you securely send data back and forth between QuickBooks Online Advanced, QuickBooks Online Accountant, or Intuit Enterprise Suite and your spreadsheet for up-to-date data and custom insights.

With Spreadsheet Sync, you can:

• Create custom reports: use spreadsheets to build charts and graphs using QuickBooks data. 
• Keep data synchronized: add and edit large data batches in your spreadsheet and sync them directly back to QuickBooks.
• Generate multi-company reports: group companies and run consolidated reports within spreadsheets. 

Note: Only QuickBooks Online Advanced, QuickBooks Online Accountant, or Intuit Enterprise Suite admins can open and manage Spreadsheet Sync.

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Use spreadsheet sync to measure performance and streamline your business with QuickBooks Online Advanced

Access Spreadsheet Sync

You can access the tool directly from QuickBooks Online Advanced or launch it from Excel or Google Sheets.

Open from QuickBooks Online Advanced

1. Follow this link to complete the steps in product
2. Follow the on-screen steps to open Excel and access Spreadsheet Sync.
3. In Excel, select Spreadsheet Sync from the ribbon on the Home tab.
4. Select Get Started, then select Sign in and enter your QuickBooks User ID and Password.
5. If you have multiple companies, search for and select a company from the list.

Open from Excel or Google Sheets

Sign in to Spreadsheet Sync:

1. Open Excel or Google Sheets.
2. Go to the Spreadsheet Sync tab or menu.
3. Select Get started and then select Sign in.
4. Enter your QuickBooks credentials.
5. If you have access to multiple companies, select the company you want to use.

Sign out of Spreadsheet Sync:

1. Open Microsoft Excel or Google Sheets.
2. Go to the Spreadsheet Sync tab.
3. Select the person icon, then select Sign out.

Create a spreadsheet report from Microsoft Excel or Google Sheets

1. Select Run report from the Spreadsheet Sync panel.
2. Select the company from the Select company ▼ dropdown. Use the Select report dropdown to choose the report you're adding data from.
3. Select the filters based on the data you want to view. The filters vary depending on the type of report or data table.
4. Select Run report to get the data in the spreadsheet.

Add or edit data in QuickBooks Online Advanced

1. Select Create or edit records from the Spreadsheet Sync panel.
2. Select the company data you want to edit or add to from the Select company ▼ dropdown.
3. Select a template in the Select a record type ▼ dropdown.
4. To add data:
   1. Select Add new records to QuickBooks, then select Get template.
5. To edit data:
   1. Select Edit QuickBooks records and sync back to bring in existing records from QuickBooks.
   2. Select filters to download the data you want. You can choose an option from the Create date, Item type, and Item status dropdowns.
   3. Select Get template.
6. Enter information about transactions on each line of the sheet. Mark the row Yes if you want to sync it back to QuickBooks.
7. When you're done creating or editing the records in the sheet, select Sync to QuickBooks.
8. Select Sync to confirm.

Use Spreadsheet Sync to manage dimensions in Intuit Enterprise Suite

For Intuit Enterprise Suite customers with single entities, Spreadsheet Sync supports the Dimensions feature. This tool helps you create and update dimension values for transactions directly within Spreadsheet Sync, with seamless synchronization back to Intuit Enterprise Suite.

Here are some things to know about using Dimensions in Spreadsheet Sync:

• Supported transactions include: Journal entries, invoice and bills, credit memo, vendor credit, expenses and sales receipts, estimates, and purchase orders.
• This feature works only for dimensions and values that already exist in Intuit Enterprise Suite. New dimension values created in the spreadsheet won't be recognized.
• Sync Limit: There’s a 1,000-record max-limit for syncing data back to Intuit Enterprise Suite.

Access dimensions records

1. Follow this link to complete the steps in product
2. Select Run report in Excel.
3. Open Excel and log in to Spreadsheet Sync.
4. Select a company account.
5. Go to Records and select Create or edit records.
6. Select the company data you want to edit or add to from the Select company ▼ dropdown.
7. Select a template in the Select a record type ▼ dropdown.

From here, you’ll have the option to add or edit your data:

Add transactions with dimensions

For new records, add transaction details and dimensions directly to the sheet.

1. Select Add new records to QuickBooks.
2. Select Select dimension columns to configure the dimension fields to be included in the sheet.
3. Apply filters, such as transaction type or date range.
4. Select Get template.
5. Select Sync to save and transfer the data back to Intuit Enterprise Suite.

Edit transactions with dimensions

1. Select Edit QuickBooks records and sync back to bring in existing records from QuickBooks.
2. Select filters to download the data you want. You can choose an option from the Create date, Item type, and Item status dropdowns.
3. Select Select dimension columns to configure the dimension fields to be included in the sheet.
4. Apply filters, such as transaction type or date range.
5. Select Get template.
6. Select Sync to save and transfer the data back to Intuit Enterprise Suite.

Related links

Create and edit budgets in Spreadsheet Sync