I created some custom reports in quickbooks online advanced and I would like to use spreadsheet sync to refresh these reports in excel at the click of a button. Is there a way to use spreadsheet sync to select the custom report I've already created and pull in that data? I can't rebuild the custom report using the spreadsheet sync tools/toolbar because the options aren't there.
For example, I created a custom report in qb which is a P&L for the prior month by class. On the left are all my GL's and the top row is each class. Spreadsheet Sync toolbar only lets you filter on 1 class.
I understand that having the option to use spreadsheet sync to select the custom report can benefit your business. However, this is currently unavailable.
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I've also included the following articles as references for managing your reports in QuickBooks Online moving forward: