Working with the Spreadsheet Sync user interface

Company settings let you import your QuickBooks Online Advanced company data into Spreadsheet Sync. You’ll find this button in the Spreadsheet Sync tab.

• Admins can view their company list on this page.
• You can also put your companies into Groups to create consolidated reports. 

Get Started helps you choose your activity. You’ll find this button in the Spreadsheet Sync tab. Available options are:

• Run a report from the latest company data, or start with a template.
• Create or edit transactions and sync like transactions, lists, or other records and sync with QuickBooks.
• Run multi-company report by grouping companies to get a consolidated financial report.
• Manage budgets allows you to create or modify budgets and sync them back to QuickBooks.

Build Reports directs you to:

• Select the company data from QuickBooks Online Advanced that you want to use for a report. Reports include:
  • Standard accounting reports such as Profit & Loss and trial balance as well as transaction, inventory, and sales reports.
  • Custom reports created using custom report builder in QuickBooks.
  • Reporting templates which are pre-built spreadsheets or workbooks that are already formatted, organized, and populated with formulas tailored to gain insights from the data pulled from Quickbooks.

Refresh lets you update the data in your spreadsheet at any time. In the dropdown, select:

• Current Sheet (Quick) to refresh data according to filters previously selected.
• Current Sheet to select the time period and other filters for updating data.
• All Sheets to refresh multiple sheets in a workbook.
• Automatic Refresh to automatically update selected sheets every time you sign in to Spreadsheet Sync or when you open the workbook. 

Manage Records lets you post data to QuickBooks Online Advanced or download data, make bulk edits, and then repost it. 

• Use list templates to automatically add customers, vendors, employees, account types, or journal entries to your QuickBooks Online Advanced company.

Clear Sheet lets you clear the data and formatting from a spreadsheet and return to the original template.

Update Sheet makes visible within a transaction template any new customers, vendors, employees, accounts, or journal entries added to your QuickBooks Online Advanced company. 

• Field items can be added in QuickBooks Online Advanced by using a Spreadsheet Sync list template such as Classes & Departments or Vendors & Customers.
• Field items appear in dropdown lists within a transaction template.
  • For example, in an Invoices & Bills record, you must fill in the customer, vendor, item, and account from a dropdown list.

Sync to QuickBooks lets you post to QuickBooks Online Advanced any data added to a Spreadsheet Sync records template.

Help connects you to our community of QuickBooks Online Advanced Support.