Spreadsheet Sync - Build A Report

Hello there, Mandy. I'll share some information to ensure you'll able to create the report you need via Spreadsheet Sync in QuickBooks Online (QBO).

When editing a QBO report via Spreadsheet Sync, filters may vary depending on the type of report or the data table. Also, only admin users can open and manage this. For more details, read this article: Tips to get started with Spreadsheet Sync.

Additionally, there are several report types that are available in Spreadsheet Sync. To know them, go to the Types of QuickBooks Online reports and data tables available in Spreadsheet Sync section of this link: Create and edit reports in Spreadsheet Sync. This could be the reason you're seeing canned report selections when selecting the Build A Report option. 

Then, to make sure that you'll able to select the custom reports in your QBO account made via Spreadsheet Sync, ensure that you sync it to the program. To do so, you have to click the Sync to QuickBooks button once you're done creating or editing the reports in the sheet. For detailed steps, proceed to the steps in number 4: Get Started with Spreadsheet Sync for QuickBooks Online Advanced.

You can also refer to this link for additional troubleshooting steps in resolving your Spreadsheet Sync issue: Spreadsheet Sync troubleshooting. 

If you have other concerns about managing your reports, please don't hesitate to leave a reply below. I'm always here ready to lend a hand.

I read through all the links you posted before posting the question. The only thing I couldn't try was 3c and 4d. I don't have those selections when I followed step by step.

I confirmed with our QB admin that I was added as an admin as well. I have full authorities to all categories. I don't see why I don't have access to 3c and 4d.

Thanks for the update, Mandy.

I'll redirect you to the best help available so you can execute all the steps in creating a spreadsheet report with Spreadsheet Sync in QuickBooks Online (QBO) Advanced.

Both primary and company admins can open and manage Spreadsheet Sync. Since there are some tasks that you're unable to perform, like downloading data, I'd recommend contacting our Customer Care team. They can create a case that can trigger an investigation to get your issue fixed in no time. Here's how:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Enter a brief description of your concern in the What can we help you with? field.
6. Select Continue.
7. Choose a way to connect with us (Send a message / Chat or Get a callback / Callback).

Once everything is all set, you may also want to check out the Types of QuickBooks Online reports and data tables available in Spreadsheet Sync section in this article to see what reports you can create and customize in Spreadsheet Sync: Create and edit reports in Spreadsheet Sync.

Please feel free to leave a comment below if you have other concerns about customizing reports in Spreadsheet Sync. I'm always ready to help.

Hi joining the convo if I can. I'm having the same issue where I cannot get a P&L report to run by month, which is what I need for my financial reporting.  I also need to be able to filter by class. It would be great to build my financials so that all I have to do is refresh the sync each month.  If I run the exact report I need in QBO, I can see a drop down that says "run report and sync data in Excel" but all that does it take me to the place to add it into excel even though I already have it, but doesn't actually display the report anywhere in excel.

Is there just no way to run a P&L report by month in the sync tool at all? I was hoping by clicking on the link in the highlighted below, it would export my report to a sync file in excel.   I'm really confused why the capability does not exist to run basic financials by month.  Wondering if I'm doing something wrong in the sync tool or if that is not an option?  I took a snip of the options to show that I don't have the ability to choose it to display columns by month. Any help you can provide would be appreciated. Thanks!

Hi joining the convo if I can. I'm having the same issue where I cannot get a P&L report to run by month, which is what I need for my financial reporting.  I also need to be able to filter by class. It would be great to build my financials so that all I have to do is refresh the sync each month.  If I run the exact report I need in QBO, I can see a drop down that says "run report and sync data in Excel" but all that does it take me to the place to add it into excel even though I already have it, but doesn't actually display the report anywhere in excel.

Is there just no way to run a P&L report by month in the sync tool at all? I was hoping by clicking on the link in the highlighted below, it would export my report to a sync file in excel.   I'm really confused why the capability does not exist to run basic financials by month.  Wondering if I'm doing something wrong in the sync tool or if that is not an option? I don't have the ability to choose it to display columns by month in the sync tool. Any help you can provide would be appreciated. Thanks!

First things first, make sure you have the latest version of Excel—Office 365 works best. And it’s a good idea to use Microsoft Edge or another compatible browser to get the smoothest experience with QBO.

Once you have verified that, you can follow these steps to run your monthly Profit & Loss report:

1. Open the Spreadsheet Sync Panel in QBO.
2. Click on Run a report.
3. From the Select company drop-down menu, choose your QuickBooks Online Advanced or Accountant company.
4. Click on Select report to choose the report or template you want to use.
5. Set your desired filters for the report.
6. For the Date Range, choose "Monthly" and specify the relevant start and end dates for your financial reporting.
7. Click Run report to generate your report in the spreadsheet.

For further details, you can read this article: Create and edit reports in Spreadsheet Sync.

To discover more about Spreadsheet Sync, I recommend looking into this article: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

@LollyNino_C I'm not sure if you answered the question directly. In quickbooks online there is a standard report "Profit and Loss by Monthly" which provides a month by month report of the profit and loss. Is it possible to have this, or similar, report synced excel? I need the profit and loss reporting, broken down by month, for the current financial year. Thank you

Thanks for the information and screenshot you shared, @Harbour_Dev. Yes, it's possible to have the Profit and Loss monthly and sync the data in Excel. I'll share the full instructions below.

You can achieve your goal by clicking the "Run report and sync data in Excel" option from the report.

Here's how:
 

1. Go back to your reports and run the Profit and Loss by Month.
2. Customize the report to show the correct data.
3. Click the Download icon on the report page.
4. Select Run report and sync data in Excel.
   
5. Then, follow the on-screen steps.

I'll also add this article to help you learn how to save your report customization: Memorize reports in QuickBooks Online.

Please come back here if you have additional questions about report sync. We'll be willing to help. Have a good one.

Hi @Bryan_M. Thanks for the help here. I followed these steps and the "On Screen steps" you reference do not work. I get my report set up, click "Run report and sync data in Excel", and it opens Excel. The next steps are to 1) open and login to Spreadsheet sync - Complete, and then 2) Spreadsheet sync asks me "What do you want to do?". The report is not actually sync'd to the excel, it is just like I opened a new excel window and clicked "Spreadsheet sync" for the first time. 

Hi there, Harbour_Dev. I appreciate all the steps you've taken to export your report to Spreadsheet Sync. Allow me to share some details and help you export them seamlessly.

Once you have exported your report from QuickBooks Online Advanced and have set up Spreadsheet Sync, it will open a new excel window and you can use it to access your QuickBooks info. Then, use the spreadsheet to create a report by clicking the Run Report button. To do so, follow the steps below:

1. Select Run report from the Spreadsheet Sync panel.
2. Select the company data from the Select company ▼ dropdown and choose the report you want to  add data from.
3. Choose the filters according to the data you want. (Note: The filters vary depending on the type of report or data table.)
4. Click Run report to get the data on the spreadsheet.

For more details on using the spreadsheet, please visit this page: Get Started with Spreadsheet Sync for QuickBooks Online Advanced or Accountant. It also contains a video tutorial to create a report inside spreadsheet.

You can turn on Automatic updates so that the report will refresh its info as you work in QuickBooks, or manually update it by clicking Quick Refresh.

However, if you still encounter issues when syncing your report to Spreadsheet Sync, I would recommend contacting our Spreadsheet Team. You can reach them by signing into Spreadsheet Sync and selecting Help, then Contact Us. The team is available from Mon–Fri, 6am-6pm PT.

For any other questions related to your QuickBooks Online Advanced or Accountant account, reach out to the QuickBooks Support Team by signing into QuickBooks Online and selecting Help, then Contact Us. You can also click this link for more details: Contact QuickBooks products and services support.

Additionally, to help you analyze your report and resolve common errors when using Spreadsheet Sync, please visit:

• Create and Edit Reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant
• Spreadsheet Sync Troubleshooting

If you have any other questions while running reports  through Spreadsheet Sync, please let me know by leaving a comment below. I'm just a few clicks away to help. Have a good day!

Hi, this doesn't align with the previous guidance that was provided. It looks to me that the "Run report and sync data in Excel". It seems to me that this "Run report and sync data in Excel" does not work as it just opens excel and doesn't sync

Thank you for reaching back out, Harbour_Dev. Since you are still experiencing some issues with the syncing I recommend following the steps my colleague mentioned to contact us. They have the tools to set up a screen share and investigate further. 

Please let me know how the conversation goes! If you have any other questions, please don't hesitate to let us know! Take care.