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Get started with Spreadsheet Sync for QuickBooks Online Advanced

SOLVEDby QuickBooks57Updated 1 month ago

Spreadsheet Sync lets you securely send data back and forth between QuickBooks Online Advanced and your Microsoft Office Excel spreadsheet for up-to-date data and custom insights.

Using Spreadsheet Sync, you can:

  • Create reports the way you want.
    • Use spreadsheets to create custom charts and graphs using data from QuickBooks.
  • Keep your data in sync.
    • Add and edit large batches of data in your spreadsheet, and sync it right back to QuickBooks.
  • Run multi-company reports in spreadsheets.
    • Group companies and run consolidated reports in spreadsheets.

Note: Only QuickBooks Online Advanced admin users can open and manage Spreadsheet Sync.

Tips to get started with Spreadsheet Sync

  1. To Sign in to Spreadsheet Sync from your QuickBooks Online Advanced dashboard:
    1. Go to Settings ⚙ and select Spreadsheet Sync. (Office 365 edition of Excel is required to use Spreadsheet Sync). Follow the on-screen steps to open Excel, where you can access Spreadsheet Sync.
    2. From the Excel Home tab, select the Spreadsheet Sync button in the ribbon.
    3. Select Sign in and input your QuickBooks User ID and Password to access the tool.
  2. To begin pulling company data into a spreadsheet:
    1. Select Create a report in the Spreadsheet Sync panel.
    2. Select the QuickBooks Online Advanced company in the Select company ▼ dropdown.
      1. If more than one company has been assigned to you, select Company settings in the Spreadsheet Sync toolbar and choose Add Company to begin using a company's data.
        Note: Only a QuickBooks Online Advanced administrator can add companies to Spreadsheet Sync. If a non-admin user tries to add a company, an error occurs.
  3. To create a spreadsheet report:
    1. Select Create a report in the Spreadsheet Sync panel.
    2. Select the Company data you want to download, then Select report to choose the report or data table you're adding data from.
    3. Choose Select data to get, then select the filters to download the data you want.
      Note: The filters vary depending on the type of report or data table.
  4. To edit or add data to your QuickBooks Online Advanced company:
    1. Select Add and edit data in the Spreadsheet Sync panel.
    2. Select a template in the Select data to add or change ▼ dropdown.
    3. Select the Company data you want to edit or add to.
    4. Select Use my company data if you want to bring in existing records from QuickBooks, then select the filters to download the data you want.
    5. When you're done creating or editing the records in the sheet, select Sync to QuickBooks.
    6. Select Yes to confirm.

To learn more, see how you can create and edit budgets with Spreadsheet Sync.

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