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December 8, 2022
Question

Can you please help me with Go to Spreadsheet Sync?

  • December 8, 2022
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1 reply

December 8, 2022

Thanks for joining the Community, mirchina-techniu. I'd be more than happy to explain how Spreadsheet Sync works and where it can be found.

 

Spreadsheet Sync enables you to sync Excel with your books so that data can be pulled into an Excel spreadsheet. From Excel, you can edit spreadsheets and post them back into QuickBooks. You can also create custom reports and new data to post into your books using its list templates.

 

There's also a couple things you'll want to be aware of when using Spreadsheet Sync:

  • Only admin users can access and manage it.
  • An Office 365 edition of Excel is required.

 

After installing Spreadsheet Sync, you'll need to go to Settings (⚙) and click Sync spreadsheets.

 

To begin exporting data into a spreadsheet:

  • If only one company has been assigned to you by the account's admin, it will appear in your Please select your company drop-down list.
  • In the event more than one company has been assigned to you, hit Company settings in your Spreadsheet Sync toolbar and choose Add new.

 

Here's how to create a spreadsheet report:

  1. Click Build Reports from the toolbar.
  2. Choose which Company or Group data you want to download.
  3. Hit Select data source to pick a report or data table template.

 

Here's how to edit or add data to your books:

  1. In the toolbar, click Manage Records.
  2. Specify a list template under your Records to create or edit drop-down.
  3. Select which Company or Group data you want to edit or add to.

 

I've also included a couple detailed resources about working with Spreadsheet Sync which may come in handy moving forward:

 

If there's any additional questions, I'm just a post away. Have an awesome day!