Get started with Spreadsheet Sync for QuickBooks Online Advanced or Accountant

Spreadsheet Sync lets you securely send data back and forth between QuickBooks Online Advanced or Accountant and your 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 or Accountant 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. (Note: You require Office 365 edition of Excel to use Spreadsheet Sync). Follow the on-screen steps to open Excel and access Spreadsheet Sync.
   2. In Excel, select Spreadsheet Sync from the ribbon on the Home tab.
   3. Select Get Started, then select Sign in and enter your QuickBooks User ID and Password to access the tool.
   4. If you have multiple companies, search for or select a company from the list.
2. To create a spreadsheet report:
   1. Select Run report from the Spreadsheet Sync panel.
   2. Select the company data from the Select company ▼ dropdown, then select Select report to choose the report you're adding data from.
   3. Select the filters according to the data you want. (Note: The filters vary depending on the type of report or data table.)
   4. Select Run report to get the data on the spreadsheet.
3. To add or edit data to your QuickBooks Online Advanced company:
   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 if you want to bring in existing records from QuickBooks, then select the filters to download the data you want.
      2. Select filters to download the data you want.
      3. Select Get template.
      4. Enter information about transactions on each line of the sheet and mark the row as “Yes” if you want to sync it back to Quickbooks.
      5. When you're done creating or editing the records in the sheet, select Sync to QuickBooks.
      6. Select Sync to confirm.

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