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Import data using Spreadsheet Sync in QuickBooks Online Advanced or Accountant

by Intuit•27• Updated 4 months ago

Learn how to import data using Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

Record templates are used to import data to your account, and QuickBooks automatically validates it.

You can access record templates in the toolbar by selecting Create or edit records.
Note: Columns marked with a star are required fields to import data into your QuickBooks Online Advanced or Accountant file.

Types of record templates in Spreadsheet Sync

Record templates are used as a format to import data to QuickBooks Online Advanced or Accountant. There are two types of record templates:

List template

A list template is used to add or edit a list of company data to your QuickBooks account.

Types of list templates	What do you use it for
Accounts	Add, update, or archive accounts.
Classes and Location	Add, edit, or void classes or departments.
Vendors and Customers	Add, edit, or void vendors or customers.
Employees	Add, edit, or void employees.
Inventory Items	Add, edit, or delete inventory or services. Note: Bundle inventory items are not supported.

Transaction template

A transaction template is used to post new or edited transactions in QuickBooks.

Types of transaction templates	What do you use it for
Invoices and Bills	Add, edit, or void vendor bills, credit memos, or customer payments.
Estimates	Add, edit, or void estimates.
Purchase & Sales Receipts	Add, edit, or delete purchase and sales receipts.
Purchase Order	Add, edit, or delete purchase orders.
Time Activities	Add, edit, or void time activities.

For importing journal entries, use Journal Entries.

Note: If you need to present and analyze QuickBooks data, you can create and edit reports in Spreadsheet Sync.

Create or edit record templates

If you want to import data to your QuickBooks Online Advanced or Accountant account, you can create or edit record templates using Spreadsheet Sync.

Select Create or edit records in the Spreadsheet Sync panel.
In the Select company ▼ dropdown, select the company data you want to add or edit.
In the Select record type ▼ dropdown, select a record template.
To download data from your QuickBooks company, select Edit QuickBooks record and Sync back and filter the data you want to pull into the spreadsheet.
(Optional) To create and edit transactions and their custom fields, select Select custom field columns. This will also allow you to add the transaction to the template.
Once you’ve added all the info, select Get Template to view the template and add or edit the data.
In the Post? column, select Yes next to the transactions that you want to import.
In the task panel, select Sync to QuickBooks, then select Sync to confirm.
Select View sync details to see the number of line items that were successfully imported and any errors.

Note: To resolve common import errors, see how to troubleshoot in Spreadsheet Sync.

Format spreadsheet templates

Here’s a guide to format spreadsheet templates in Spreadsheet Sync.

Make sure to add rows at the bottom of the template. If needed, you can also delete rows.
Only add columns to the right. Don’t delete or change the order of the columns marked with a star.
Spreadsheet Sync saves your formatting. If you want to clear or return it to the original template, select Clear Sheet.

QuickBooks Online Advanced

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