Post data to QuickBooks Online Advanced using Spreadsheet Sync

The following templates are for posting lists of data into QuickBooks Online Advanced.

• Accounts: add, update, or archive accounts
• Classes & Departments: add, edit, or void classes or departments
• Vendors & 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

To post new or edited transactions to QuickBooks Online Advanced, use one of the following transaction templates:

• 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 posting journal entries, use Journal Entries.

See Create and edit reports in Spreadsheet Sync for a description of each type of template.

1. Choose Manage Records in the Spreadsheet Sync tab of Excel.
2. Select Add and edit data in the Spreadsheet Sync panel.
3. In the Select data to add or change ▼ dropdown, select a record template.
4. In the Select company field, select the company data you want to add to or edit.
5. To download data from your QuickBooks Online Advanced company, select Use my company data.
6. When you've finished adding or editing data, under the Post? column in the spreadsheet, select Yes in the rows you want to post.
   1. Then select Sync to QuickBooks in the task panel and select Yes when the panel asks Ready to sync to company data?
   2. In the post info window, you'll see the number of line items successfully copied and if there were any line errors.
      1. See Spreadsheet Sync troubleshooting to resolve common posting errors.

Formatting posting templates

• Add rows to the bottom of the template, but not to the top. You can also delete rows.
• Add columns to the right of the template. Don't delete columns or change the order of columns marked with a star ★.
• Spreadsheet Sync will save your formatting.
  • To clear a sheet and return to the original template, select Clear Sheet in the toolbar.

To learn how to create or edit reports, see Create and edit reports in Spreadsheet Sync.

• Report templates are edited in the following ways:
  • Add rows to the bottom of the template, but not to the top. You can also delete rows.
  • Add columns to the right of the template or delete unnecessary columns.
• To update a report, select Refresh in the toolbar, then Current Sheet (Quick) to use previously set data filters or Current Sheet to choose new filters.