I understand the importance of this function in your report, @rs66.
To utilize the Spreadsheet Sync in QuickBooks, ensure you have set it up correctly in our software before moving a report. You can refer to this article for the detailed way to do it: Get started with Spreadsheet Sync for QuickBooks Online Advanced or Accountant.
If you're done, I'd like to know if there's an error showing when you try the Spreadsheet Sync in your customized report so we can determine the right way to fix it.
However, there's a known popup message as the OLE Action error: This message appears when downloading large data sets or due to a slow internet connection.
These are the things you need to do:
- If the download takes longer than 90 seconds, select OK/Proceed and wait until the process completes.
- Do not cancel the download.
Let us know if you have additional questions or information by leaving a comment below.