I am having issues generating a custom report in Spreadsheet Sync.

Hello 9130 3541 9851 8076,

• What type of report are you trying to create? (e.g., Profit and Loss, Balance Sheet, custom)
• What steps are you taking to create the report?

Issue Generating a Custom Report in Spreadsheet Sync? Here's a Quick Fix

Hello @9130 3541 9851 8076,

Welcome to Quickbooks community.

It seems you're facing issues with generating a custom report in Spreadsheet Sync and encountering the error message, "Something went wrong. Try Again." Don't worry—this is a common issue, and here’s a step-by-step guide to troubleshoot and resolve it:

1. Verify Your Spreadsheet Sync Setup

• Ensure that Spreadsheet Sync is installed correctly and connected to your QuickBooks Online account. This tool is available only for QuickBooks Online Advanced subscribers​.

2. Check Browser and App Compatibility

• Make sure your browser is up-to-date. Spreadsheet Sync works best with Chrome. Clear your browser cache and cookies (you can do this in Chrome by going to Settings > Privacy and Security > Clear Browsing Data)​.

3. Permissions and Settings

• Ensure you have the necessary permissions in QuickBooks Online to access and generate reports. This is especially important for users in multi-user setups​.

4. Optimize Data Size

• If the data file is too large, try filtering or limiting the data before syncing. Overloading the report with excessive data can cause the system to crash.

5. Test with a Default Report

• Generate a standard report in QuickBooks Online first to ensure that the issue isn’t with your account or system. If the default report works fine, the problem may lie in customizations or filters you’re using.

6. Reconnect Spreadsheet Sync

• Disconnect and reconnect Spreadsheet Sync to your QuickBooks Online account:
  1. Go to Apps > My Apps in QuickBooks Online.
  2. Select Spreadsheet Sync and click Disconnect.
  3. Reconnect it from the App Store and follow the setup instructions.

7. Check for Updates or Known Issues

• Visit the QuickBooks Online Status Page to see if there are any ongoing outages or known issues related to Spreadsheet Sync.

8. Contact Support

• If these steps don’t resolve your issue, it’s best to contact QuickBooks Online Support. They can provide more tailored assistance based on your account details.

Was the Issue Resolved?

Let us know if these steps helped fix your issue or if you’ve found another solution. The QuickBooks community thrives on shared knowledge, and your experience could assist others in similar situations!

Thanks,

Sheikh Nasir

PAK BOOKKEEPING SERVICES