Spreadsheet Sync

When creating a sync for Invoices and Bills that will sync back to Quickbooks, can you change the Invoices and Bills template to include additional sync data, such as tags.

Our goal is to load bill data from Quickbooks, change tags associated with those bills in Excel and then sync them back to update in Quickbooks. However, the "add and edit data" appears to have a fixed template for Invoices and Bills that does not include tags, and Note #8 says "Columns cannot be moved or changed". 

I can get the tags by creating a custom report in Quickbooks and then use "Run a report" in Spreadsheet Sync, but that cannot sync back to Quickbooks. It appears there is no way to update tags in Quickbooks using Spreadsheet Sync. Is that correct?

Let me guide you on how you can sync QuickBooks with Excel, pacbandc.

One of the advantage when you're able to synchronize one software to the other is that it stabilizes the incoming and outgoing data making sure it's updated and compliant across the board. Aside from the ability to access a piece of data when you need it, it also enhances your efficiency at work. 

With QuickBooks Online (QBO) Advanced, you're able to open Spreadsheet Sync and sign in while working. Spreadsheet Sync works only with Excel Office 365.

You can use one of the following methods to install Spreadsheet Sync. To do so, you can follow the steps outlined below:

• From the Reports tab:
  1. Select Business overview, then Reports.
  2. Select the Create new report ▼ dropdown and select in spreadsheet.
      
• From Settings ⚙:
  • Select Spreadsheet Sync.

Then, allow the Spreadsheet Sync add-in:

1. In the pop-up window, select Let’s Go.
2. In the next pop-up window, select Open Link.
3. Once Spreadsheet Sync downloads, it'll prompt Office 365 to open. Select Trust this add-in.
4. Select Sign in.
5. Enter your QuickBooks Online user ID and password.
6. Select Sign in.

To give you more details about the process, you can also check out this article for detailed steps: Install And Open Spreadsheet Sync.

However, if you're using other versions of QuickBooks Online (QBO), you can work with your Excel file separately from QuickBooks and import or export data to or from Excel. I've added these articles that will show you the process:
 

• Common Questions About Importing Data To QuickBooks Online
• Export Your Reports To Excel From QuickBooks Online

Moreover, learn from this article how you can filter specific information like accounts or customer data to ensure you'll get the data you need: Customize Reports In QuickBooks Online.

Please get back to us if you have any questions when syncing Excel with QBO. We're here to make sure everything is covered for your business needs.