Smart Profit and Loss Template missing from Spreadsheet Sync

Yes, you're correct, prime_mill. Spreadsheet Sync includes a Smart Profit and Loss report. Let's perform some troubleshooting steps so that it will show in the template library.

The Spreadsheet Sync’s template library includes multiple reports, such as Simple Management Report & Smart Profit and Loss Report. Since you don't have the Smart Profit and Loss Report, I recommend using a private window as the best way to identify the issue as this doesn't save any junk files.

To open an incognito window, you can follow these keyboard shortcuts:

• Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
• Press keys: Ctrl + Shift + N (Google Chrome browser)
• Press keys: Command + Shift + N (Safari browser)

I'll leave these materials for you to learn more about using Spreadsheet Sync and explore the advanced report template in QuickBooks:

• Import data using Spreadsheet Sync in QuickBooks Online Advanced
• Use advanced reports in Spreadsheet Sync

If you have any questions or need assistance with your Spreadsheet templates, please post them here in the Community. We're always available and willing to help you. Have a good one. 

Thanks for the response, but this did not resolve my issue.  I have attached a screenshot.  To be clear, I only have ONE preloaded template in my template library in EXCEL.  I have tried the private window, as suggested, but I still am still missing the Smart Profit and Loss report template (the Management Report template still shows up).  

I have tried your recommended approach (incognito window) on three different machines, using Safari and Chrome, and I keep getting the same result.  Management Report template is there, but the Smart Profit Loss Report template is missing. 

I appreciate you for taking the steps provided by my colleague to resolve your issue about the missing Spreadsheet Sync template, prime_mill. Allow me to route you to our support personnel so they can dig deeper into this matter.

Our Customer Support Team has the necessary tools to investigate this issue thoroughly. Reaching out to them ensures the unavailability of the Smart Profit & Loss report gets resolved accordingly.

To get in touch with them, please refer to these steps:

1. Log in to your QuickBooks Online (QBO) account and click (?) Help.
2. Select the Search tab and hit Contact Us.
3. Pick or enter brief details about your concern. Then, tick Continue.
4. Choose a way to connect with our team:

• Start a chat with a support expert.
• Get a call back from the next available expert.

You may also check this article to gather answers to commonly asked questions about Spreadsheet Sync: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

If there’s anything else you need assistance with or have follow-up questions about Spreadsheet Sync reports, drop a comment below. I'm always here to address all of your queries.

 Hi.  I have not had any luck resolving this issue.  Someone on our accounting team just informed me that QB technical support just informed them that the Smart P&L template does not exist.  Can you confirm:

1) the SMART P&L TEMPLATE does indeed exist

2) QBO Advanced customers with access to spreadsheet sync should be able to use this template (reminder - I currently have access to the Simple Management Report in Spreadsheet Sync, but its the only available template).

Thanks in advance for your help.  I have been working for a month trying to resolve this issue and it seems like I cant get straight answers from anyone.

Allow me to dive into this thread to assist you, @prime_mill. I’ll provide you with insights regarding the smart P&L template and spreadsheet sync in QuickBooks Online (QBO).

Yes, the Smart P&L template does exist, and all QBO Advanced customers with access to spreadsheet sync should be able to use this template. We appreciate that you've tried all my colleagues suggested troubleshooting processes to resolve the issue.

However, since the issue persists, I recommend reaching out to the technical support team again. They have the tools to investigate your account and address this issue and will do screen sharing if needed.

QuickBooks Support experts can view only your QuickBooks Online screen, but they only have access to QuickBooks and can’t take over your desktop or mouse, this way they can help you troubleshoot the problem and provide accurate guidance. Let me guide you on how to contact them:

1. Access your QuickBooks Online (QBO) company, go to Help (?).

2. Choose either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact us to connect with a support expert.

3. Select the preferred method of contact (phone or chat).

Furthermore, you might find it beneficial to refer to this article, which explains how to import data using Spreadsheet Sync in QuickBooks Online Advanced: Import data using Spreadsheet Sync in QuickBooks Online Advanced.

Moreover, you can check this article to help you management Report using spreadsheet Sync’s template in QuickBooks: Use report templates in Spreadsheet Sync.

You can always tap me if you have additional questions about the spreadsheet sync or any QuickBooks-related concerns. Take the best care always and have a wonderful weekend ahead, @prime_mill!