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Using QuickBooks Online Advanced reporting tools and Spreadsheet Sync

by Intuit • Image Alt Text 7 •
Image Alt Text Updated 8/3/2026 23:15

With QuickBooks Online Advanced, you have several options for creating custom reports. You can use QuickBooks Online's report functions or Excel-based Spreadsheet Sync for spreadsheet reporting.

With Spreadsheet Sync, you can upload and download QuickBooks Online Advanced information and use customizable templates for formatting your data.

Create a detailed Profit & Loss, Trial Balance, or Balance Sheet report with Spreadsheet Sync

Spreadsheet Sync lets you pull current QuickBooks Online Advanced data into a formatted spreadsheet and create pivot tables you can segment with slicers.

It includes the following report templates:

  1. Go to Reports Icon image of the Reports menu., then Spreadsheet sync (Take me there).

  2. The Sample Management Report includes 3 formatted spreadsheets:

    • Trial balance

    • Balance sheet

    • Profit & Loss (standard)

  3. The Smart Profit & Loss includes one spreadsheet for showing P&L data in detail.

  4. Other QuickBooks Online report templates include:

    • Budget Overview

    • Budget vs Actuals

    • Statement of Cash Flows

    • Inventory Valuation Summary

    • Vendor Balance Summary or Detail

    • A/P Aging Summary or Detail

    • Customer Balance Summary or Detail

    • A/R Aging Summary or Detail

    • Expenses by Vendor

    • Sales Reports by product or service, class, or customer

To learn more, see How to create and edit reports in Spreadsheet Sync and Create custom reports in QuickBooks Online Advanced.

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