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SPDinnovation
Level 2

Spreadsheet Sync is not working for existing custom fields on existing expenses. When enabling the custom field on the sync template the column is there but no logged.

Hi Guys, Having an issue with the Spreadsheet Sync feature (QBO Advanced tier) Specifically the "Spreadsheet Sync" feature is not working correctly with Custom Fields ***Not Syncing Correctly from the Start*** I have created several custom fields that are not syncing into excel correctly with the Spreadsheet Sync add-in. For example, one of my custom fields is a basic list (that is transaction-based, and is allowed on the expense transaction type). This custom field is enabled for expense transactions on QBO. I have entered the custom field in some existing expenses (saved on QBO). However after the saving on QBO, when synced to excel via Spreadsheet Sync for editing existing transactions -> expenses/sales receipts (with the custom field included via selecting the “select custom field columns” section at the very bottom when generating the expense/sales receipt template), the credentials for that specific expense do not show the custom field column filled out. Custom Field’s column is there in the template and list options correctly there, just none of the expenses have this custom field column filled out. ***Unable to Edit with an Error*** When I try to edit the custom field column for any of the expenses -> elect “Yes” for posting, I get an error The error states: "The data for “custom field name” field is not valid for selected transaction type. Please fix the error and try to post again." This error occurs despite the custom field being a list, said custom field options are pre-populated in the excel spreadsheet as selection options (not a typo error). Expenses are enabled for the custom field on QBO -> Custom Fields section. ***Other Spreadsheet Sync Transactions Work*** I have had this custom field work successfully with some other test on bills/invoices with the custom fields correctly syncing, but not expenses.

2 Comments 2
Jandel_M
QuickBooks Team

Spreadsheet Sync is not working for existing custom fields on existing expenses. When enabling the custom field on the sync template the column is there but no logged.

Hi there, SPDinnovation.

 

I noticed that a colleague of mine has already provided a solution to your problem. To make this easier, I’ve included the link to their suggestion here: https://quickbooks.intuit.com/learn-support/global/manage-customers-and-income/spreadsheet-sync-not-...

 

If you have any further questions, feel free to reply in the thread below.

SPDinnovation
Level 2

Spreadsheet Sync is not working for existing custom fields on existing expenses. When enabling the custom field on the sync template the column is there but no logged.

Thank you. Going to try and delete this post.  I did not get a confirmation that the original post posted, and the sign in on multiple browsers (Chrome/Safari) were redirecting me back to a home page, to sign on again (did not feel confident it posted). Could not figure it out but glad the post went through. May be an Intuit/QBO connection/sync error. Thanks!

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