You can use Spreadsheet Sync's report templates for analyzing and presenting QuickBooks Online Advanced data.
Advanced reports
Advanced reports include formatted pivot tables that can be automatically filled with QuickBooks Online Advanced data and then used to generate charts and graphs.
There is a package template: Simple Management Report.
QuickBooks Online reports
QuickBooks Online reports can be created and customized in Spreadsheet Sync. They don't include pivot tables.
You can also choose to download QuickBooks Online Advanced transaction or account data into a data table.
Advanced reports include formatted pivot tables that can be automatically filled with QuickBooks Online Advanced data and then used to generate charts and graphs.
There is a package template: Simple Management Report.
QuickBooks Online reports can be created and customized in Spreadsheet Sync. They don't include pivot tables.
You can also choose to download QuickBooks Online Advanced transaction or account data into a data table.
Select Refresh from the toolbar to update a report with the latest QuickBooks Online Advanced data. You can also fill templates manually.
Note: Only QuickBooks Online Advanced account administrators can open and manage Spreadsheet Sync.
An Accountant user is considered a Company Admin on their client's company, thus all Accountant users should be able to access SpreadSheet Sync within a client's Advanced file.
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:
Choose a QuickBooks Online report to analyze or present a company's data.
Select Build Reports in the Spreadsheet Sync tab of Excel, or select Create a report in the Spreadsheet Sync panel.
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 add new data to the bottom of a report, select Refresh in the toolbar, then All Sheets, and then Append in the Refresh window.
To create and edit a QuickBooks Online report, follow these steps:
In the Spreadsheet Sync panel, select Create a report.
Select your QuickBooks Online Advanced company from the Select company ▼ dropdown.
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.
Choose Select report to choose the report or template you want to use.
Select Data to get to filter data for the report.
In the filter window for reports (Note: Filters will vary depending on the type of report):
In the Filters section, choose the Date, Period, Accounting Method, Class, Location, Customer/Vendor, or Item.
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.)
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.
