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Install and open Spreadsheet Sync

SOLVEDby QuickBooks19Updated 6 days ago

This article explains how to open Spreadsheet Sync and sign in while working in QuickBooks Online Advanced. It also explains how to sign out.

  • Spreadsheet Sync works with Excel Office 365. It won't work with older Excel versions.
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Note: Only QuickBooks Online Advanced admins can initially access Spreadsheet Sync and grant user permissions. (See Change the primary admin user in QuickBooks Online for more information.)

Use one of the following methods to install Spreadsheet Sync from within QuickBooks Online Advanced:

  • From the Reports tab:
    1. Select Reports (Take me there).
    2. Select the Create new report ▼ dropdown and select in spreadsheet.
  • From Settings ⚙:
    • Select Spreadsheet Sync.

Next, allow the Spreadsheet Sync add-in:

  1. In the pop-up window, select Let’s Go.
  2. In the next pop-up window, select Open Link.
  3. Once Spreadsheet Sync downloads, it'll prompt Office 365 to open. Select Trust this add-in.
  4. Select Sign in
  5. Enter your QuickBooks Online user ID and password.
  6. Select Sign in.

Sign in to Spreadsheet Sync

Opening Spreadsheet Sync from within Excel

  1. Select Launch Add-In Spreadsheet Sync in the Excel navigation bar.
  2. Select Sign in.
  3. Enter your QuickBooks Online user ID and password in the Spreadsheet Sync panel.
  4. Select Sign in.

Signing in again to Spreadsheet Sync if you are automatically signed out

If the Spreadsheet Sync toolbar in Excel is unavailable, it means you’re signed out of Spreadsheet Sync.

  • Re-enter your sign-in credentials in the task pane.
  • You may need to close and reopen Spreadsheet Sync before signing back in. 

Signing out of Spreadsheet Sync

  • Select Sign out in the toolbar.

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