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May 1, 2022
Question

Can you use "spreadsheet sync" on quickbooks online Accountant? I cannot find it anywhere. the company I am trying to use it on has online advance.

  • May 1, 2022
  • 1 reply
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I am a primary admin, but I am coming in through the accountant portal and I cannot find the link for spreadhseet sync anywhere

1 reply

May 2, 2022

Hello Chris,

 

Glad to have you reach out to us here. It's essential you're able to utilize the features offered in QuickBooks and I'll be glad to point you in the right direction. QuickBooks makes it easy for you to keep track of your accounting with ease. 

 

It's good you've checked that you're primary admin as that's one of the caveats that can prevent you from using Speadsheet Sync. Another caveat to be aware of is you'll also need to be using Excel Office 365 as it won't work with older Excel versions. If your computer's embedded browser is Internet Explorer 11, install this file to upgrade your browser to Microsoft Edge. I also recommend clearing cache and cookies on your browser to make sure your browser is working correctly.  Clearing cache and cookies is a great way to clean your browser allowing it to work more efficiently. Here's an article that shows you how to do that: How to clear cache and cookies. If this doesn't work, I suggest using a private/incognito window to see if that works instead. Try this out and let me know what happens. In case this issue persists, I encourage you to contact our support team so they can assist you further with this. Here are our contact details: 

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
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  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

I'll be one message away in case you need further assistance.