Spreadsheet Sync - Filters - Date Selection

Thank you for sharing detailed information regarding your issue, @toomanyrobots. Let's collaborate to discover the reasons your date formula format isn't functioning and manage your data properly.

When submitting data to QuickBooks Online via Spreadsheet Sync, it's important to ensure that the date format matches the settings of the template.

To confirm that you are utilizing the correct format, please ensure you are working with a Spreadsheet Sync posting template. You can find them under Manage Records > Records to create or edit.

If everything appears to be in order but the issue persists, I suggest contacting our Customer Support Team. They are well-equipped to offer personalized and effective assistance, and I am sure they can help you resolve this issue promptly. I would gladly assist you in reaching out to them for the support you require.

1. Sign in to your QuickBooks Online company and select Help (?).
2. Choose either tab to get started:

• Assistant: Quickly get customized answers. Choose a suggestion or type your query. If you need more help, Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a call back from the next available expert.
  • Ask the community to get help from businesses like yours.

Additionally, take a look at this article as a reference to help you troubleshoot common errors encountered with Spreadsheet Sync in QBO:  Spreadsheet Sync troubleshooting. 

Explore this article for further information about the feature, including instructions on creating and editing reports: Create and edit reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

Let me know if you have other questions about using Spreadsheet Sync. Just leave a comment below. I’ll be happy to assist you.

I'm not trying to post data, but rather download. I'm trying to download and create a dynamic download template. The current reporting options for multiple classes and multiple periods to excel are not sufficient, so we use the spreadsheet sync to bring data into a model.

What is the right format for the date if connecting to a cell or formula? There is no documentation, and the other question someone asked on this is unanswered.

Our Spreadsheet Sync support team is ready to help you sort out downloading your report, Toomanyrobots. I'm here to help you get in touch with them.

With the assistance their tools, they can safely look into your account and investigate the reasons behind the filter date exceptions during your Profit and Loss Report download.

Here's how:

1. Log into your Spreadsheet Sync.
2. Go to Help, then click Contact Us.

Our committed Spreadsheet Sync team can be reached Monday to Friday between 6 AM and 6 PM PT.

Moreover, I will share a resource that covers typical questions asked by our Spreadsheet sync users and how our support team address them: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

In addition, if you plan to import data into your QuickBooks Online account via Spreadsheet Sync, you can refer to this article for guidance:  Import data using Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

This should help steer you towards the right direction. If you have any addittional inquiry or QBO-related questions, mention my name in the reply. I'm just a notification away.