Create and edit reports in Spreadsheet Sync

The Simple Management Report lets you quickly analyze the financial health of a company or companies. They include formatted pivot tables you can segment with slicers.

• The Simple Management Report includes 3 formatted spreadsheets:
  • Trial Balance
  • Balance Sheet
  • Profit & Loss (standard)

See Using Spreadsheet Sync’s advanced reports to learn how to create an advanced report.

Choose a QuickBooks Online report to analyze or present a company's data.

1. Select Build Reports in the Spreadsheet Sync tab of Excel, or select Create a report in the Spreadsheet Sync panel.
2. Select Select report and choose either the Reports or Templates tab. Select the arrow > next to the type of report you want to use to show more options.

Types of reports

In the Reports tab, the reports are organized into several categories. The categories include:

• Business Overview: includes statement of cash flows, balance sheet, inventory valuation summary, profit and loss, trial balance, and budget reports.
• For my accountant: this section of reports is dedicated to accountant reports. These reports are often used by your accountant to help prepare your year-end reports and taxes.
• What you owe: includes reports detailing information about what money you owe and the vendors you owe money to.
• Who owes you: includes reports about the customers who owe you money. Reports in this category include A/R Aging Summary, Collections Report, Open Invoices, and other reports designed to help you manage your customer receivables.
• Expenses and vendors: includes reports about your expenses and purchases. Here you’ll find detailed information about purchases including Purchase Order reports, and other purchasing information.
• Sales and customers: includes reports detailing information about your sales made to your customers. This category reports in detail about sales of products and services and details about customers who purchase your products and services.
• Bank transactions: includes reports about your payments and transfers.
• Employees: includes reports on employee time tracking information in QuickBooks.

To create and edit a QuickBooks Online report, follow these steps:

1. In the Spreadsheet Sync panel, select Create a report.
2. Select your QuickBooks Online Advanced company from the Select company ▼ dropdown.
3. If you're assigned to multiple companies, select Company settings in the Spreadsheet Sync toolbar and choose Add Company to begin using a company's data.
   Note: Only admin users can add companies to Spreadsheet Sync. If a non-admin user tries to add the company, they receive an error.
4. Choose Select report to choose the report or template you want to use.
5. Select Data to get to filter data for the report.
6. In the filter window for reports (Note: Filters will vary depending on the type of report):
   1. In the Filters section, choose the Date, Period, Accounting Method, Class, Location, Customer/Vendor, or Item.
   2. Under Date Range, select whether to see weekly, monthly, quarterly, or yearly data and the start and end dates of your data period. (For multiple period reports, choose filters for total time period and comparative time periods.)
7. Once the report generates, a Report created window appears.

Formatting your report

You can add or delete columns and rows to format the report. Spreadsheet Sync will save your formatting preferences. (Note: Deleted rows can't be recovered.)

• To add new data to the bottom of a report, select Refresh in the toolbar, then All Sheets, and then Append in the Refresh window.

• Post data to QuickBooks Online Advanced using Spreadsheet Sync
• Add a company's data to Spreadsheet Sync