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sharper1968
May 20, 2024
Question

Is there a problem with spreadsheet sync getting records to add or edit?

  • May 20, 2024
  • 1 reply
  • 0 views
I am unable to load invoice records for add / edit. I get an error "We couldn't find any info that matches your criteria..." However when I use the same criteria to simply "Run a Report", selecting Invoices - I get the data I expect.

Thanks

1 reply

R
RCV
May 20, 2024

I'd like to work with you to fix the invoice spreadsheet sync issue and make sure to upload invoices for you to add or edit in QuickBooks Online (QBO), sharper1968.

 

The error message and the import sync are likely caused by a cache-related issue. We can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:

 

  • Ctrl+ Shift + N for Google Chrome 
  • Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge 
  • Command + Shift + N for Safari 

 

Then, sign in to Spreadsheet Sync on your QuickBooks Online QBO) Advanced dashboard and re-upload those invoices again. Once done, edit or add the data to the program. Here's how:

 

  1. Click Add and edit data in the Spreadsheet Sync panel.
  2. Choose a template in the Select data to add or change ▼ dropdown.
  3. Select the Company data you want to edit or add to.
  4. Tap Use my company data if you want to bring in existing records from QuickBooks, then select the filters to download the data you want.
  5. When you're done creating or editing the records in the sheet, select Sync to QuickBooks.
  6. Press Yes to confirm.

 

You can check out this article for more details about Spreadsheet Sync: Get started with Spreadsheet Sync for QuickBooks Online Advanced. When you're able to do so, let's go back to the regular browser and clear the cache to remove the data that's causing the issue. This also prevents any other cache-related issues in the future. Switching to other supported browsers can also rectify the issue. 

 

In case you need help reviewing the ageing invoices in the future, I'll add this article as a guide: Run an accounts receivable ageing report.

 

I'm all ears if you have concerns about importing those invoices with spreadsheet sync. If you also need to take care of other things like running reports or checking supplier entries, let us know by leaving a comment below. 

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