Customization of record templates in Spreadsheet sync

We're delighted to see you posting here today, Anne06018. Let me share insights to help you customize record templates in Spreadsheet Sync.

With QuickBooks Online, you're able to customize the record templates from Spreadsheet Sync. You can modify additional fields or data from the Excel file and bring them into your online company file. To do this:

1. From the Excel file, select Add and edit data in the Spreadsheet Sync panel.
2. Select a template in the Select data to add or change ▼ dropdown.
3. Click the Company data you want to edit or add to.
4. Select Use My Company data if you want to bring in existing records from QuickBooks, then select the filters to download the data you want.
5. Once you're done editing the data in the sheet, select Sync to QuickBooks. Then, click Yes to confirm.

For more detailed steps and information, you can check out this reference: Get started with Spreadsheet Sync for QuickBooks Online Advanced. Also, you can visit this resource on how Spreadsheet Sync works for posting relevant data: Post data to QuickBooks Online Advanced using Spreadsheet Sync.

If the updated details aren't visible after syncing them to QuickBooks, you can manually import your modified file to your account. To do that:

1. In your QBO account, go to Settings ⚙ and select Import data.
2. Select the data you wish to import.

Additionally, we're unable to send these invoices automatically to customers when information is created from the Spreadsheet Sync. We can manually generate invoices for them and can also add customizations to your sales forms.

Moreover, I'm sharing this guide to help you review business finances and other accounting data: Run reports in QuickBooks Online.

We'll always be around whenever you require additional assistance managing sales and company transactions. Feel free to leave a reply in the comments below. Have a good one!

Many thanks for your quick answer. However, I am still not able to add columns to the Excel template; I want to add some fields like shipping tracking number, rep, etc., but the format of the spreadsheet is protected. Is there a way to unprotect it?

Thanks for following up with the Community, Anne06018.

You can unprotect a spreadsheet in Excel by entering its password, then selecting Unprotect Sheet.

Here's how:
 

1. Open your workbook in Excel.
2. From the Review tab, click Protect Sheet or Protect Workbook.
3. Choose Unprotect Sheet or Protect Workbook.
4. Enter your password.
5. Select Unprotect Sheet.

After using the Unprotect Sheet option, your spreadsheet's password will be automatically removed.

You can find more information about managing workbook passwords in Microsoft's Change or remove workbook passwords article.

If there's any additional questions, I'm just a post away. Have a lovely Friday!

Thanks. The issue is the QBO template is protected by a password; is it a standard password that I could use to unprotect the sheet and add some columns to upload additional information in QBO?

Thanks for coming back, Anne06018.

For QuickBooks Online (QBO) template protected by a password, you'll need to input your QuickBooks User ID and Password to unprotect the sheet. To access the spreadsheet, follow the steps below: 

1. To Sign in to Spreadsheet Sync from your QuickBooks Online Advanced dashboard.
2. Go to Settings ⚙ and select Spreadsheet Sync. (Office 365 edition of Excel is required to use Spreadsheet Sync).
3. Follow the on-screen steps to open Excel, where you can access Spreadsheet Sync.
4. From the Excel Home tab, choose the Spreadsheet Sync button in the ribbon.
5. Click Sign in and input your QuickBooks User ID and Password to access the tool.

Also, check out this article as your reference to guide you in resolving common errors when using Spreadsheet Sync in QBO: Spreadsheet Sync troubleshooting. I've also included a couple of detailed resources about working with Spreadsheet Sync, which may come in handy moving forward:

• Spreadsheet Sync FAQ
• What's Spreadsheet Sync?

Please let us know if you have any questions or concerns besides the Spreadsheet Sync feature. I'll be glad to help you further. You have a good one. 

I entered my login and password to unprotect the spreadsheet and add new fields but that does not work. Is there anything else I need to do?

Thanks for your help.

Thanks for checking back with us, @Anne06018.

Since it seems you're still having some issues adding new fields to the sheet, I recommend contacting our Technical Support Team. This way, one of our agents can review your account in a secure environment and investigate this issue further. You can use the link I've included below to connect with our team directly. 

• QuickBooks Online Support

Please let me know if there is anything else I can assist you with. I'm always happy to lend a hand. Take care!