Spreadsheet Sync - refresh custom report?

BrianQW · ‎March 16, 2023

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.

LeizylM · ‎March 16, 2023

Hi there, BrianQW.

I understand that having the option to use spreadsheet sync to select the custom report can benefit your business. However, this is currently unavailable.

Please know that we're constantly taking your suggestions while making product updates to enhance our customer's experience with program features while using QuickBooks. It's best to send this Feedback to our Product Development Team.

Here's how:

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send a message.
From the drop-down, choose the appropriate category, then select Send a message.

I've also included the following articles as references for managing your reports in QuickBooks Online moving forward:

If you have any other questions about the ads or any QuickBooks-related task, please let me know by adding a comment below. I'll be here, ready to assist you. Take care.

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