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Add your Quickbooks Online Advanced company data to Spreadsheet Sync

SOLVEDby QuickBooks6Updated 1 week ago

QuickBooks Online Advanced companies used to sign in are automatically available within Spreadsheet Sync. Note that only QuickBooks Online Advanced admin users can open and manage Spreadsheet Sync.

Using company data in Spreadsheet Sync

  1. In the Spreadsheet Sync panel, select Company settings.
  2. Under Companies, a list of all QuickBooks Online Advanced companies you have access to displays.
  3. Select + Add company to integrate one of your QuickBooks Online companies into Spreadsheet Sync.
    Note: The new QuickBooks Online companies should be associated with the same account as the logged-in company.
  4. Select Next.

Organize companies into groups

By organizing companies into groups, you can create multi-company, or consolidated, reports. 

  1. In the Spreadsheet Sync panel, select Company settings.
  2. Select + Create group to create a group.
  3. Enter a name for the group in the Group name field.
  4. Select the Currency for the group.
  5. Under Connected companies, select the companies under the Add to group column.
    Note: You can currently add up to 10 companies per group.
  6. Select Save.

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