Using QuickBooks Online Advanced reporting tools and Spreadsheet Sync

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.

Creating 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. The Sample Management Report includes 3 formatted spreadsheets:
   • Trial balance
   • Balance sheet
   • Profit & Loss (standard)
2. The Smart Profit & Loss includes one spreadsheet for showing P&L data in detail.
3. 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.