Spreadsheet Sync lets you securely send data back and forth between QuickBooks Online Advanced and your Microsoft Office Excel spreadsheet for up-to-date data and custom insights.
Using Spreadsheet Sync, you can:
- Create reports the way you want.
- Use spreadsheets to create custom charts and graphs using data from QuickBooks.
- Keep your data in sync.
- Add and edit large batches of data in your spreadsheet, and sync it right back to QuickBooks.
- Run multi-company reports in spreadsheets.
- Group companies and run consolidated reports in spreadsheets.
Note: Only QuickBooks Online Advanced admin users can open and manage Spreadsheet Sync.
Tips to get started with Spreadsheet Sync
- To Sign in to Spreadsheet Sync from your QuickBooks Online Advanced dashboard:
- Go to Settings ⚙ and select Spreadsheet Sync. (Office 365 edition of Excel is required to use Spreadsheet Sync). Follow the on-screen steps to open Excel, where you can access Spreadsheet Sync.
- From the Excel Home tab, select the Spreadsheet Sync button in the ribbon.
- Select Sign in and input your QuickBooks User ID and Password to access the tool.
- To begin pulling company data into a spreadsheet:
- Select Create a report in the Spreadsheet Sync panel.
- Select the QuickBooks Online Advanced company in the Select company ▼ dropdown.
- If more than one company has been assigned to you, select Company settings in the Spreadsheet Sync toolbar and choose Add Company to begin using a company's data.
Note: Only a QuickBooks Online Advanced administrator can add companies to Spreadsheet Sync. If a non-admin user tries to add a company, an error occurs.
- If more than one company has been assigned to you, select Company settings in the Spreadsheet Sync toolbar and choose Add Company to begin using a company's data.
- To create a spreadsheet report:
- Select Create a report in the Spreadsheet Sync panel.
- Select the Company data you want to download, then Select report to choose the report or data table you're adding data from.
- Choose Select data to get, then select the filters to download the data you want.
Note: The filters vary depending on the type of report or data table.
- To edit or add data to your QuickBooks Online Advanced company:
- Select Add and edit data in the Spreadsheet Sync panel.
- Select a template in the Select data to add or change ▼ dropdown.
- Select the Company data you want to edit or add to.
- Select Use my company data if you want to bring in existing records from QuickBooks, then select the filters to download the data you want.
- When you're done creating or editing the records in the sheet, select Sync to QuickBooks.
- Select Yes to confirm.
To learn more, see how you can create and edit budgets with Spreadsheet Sync.