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joeyf-createroom
April 18, 2022
Question

We recently upgraded to QBO advanced and discovered Spreadsheet Sync. How many users are able to use Spreadsheet sync? Can multiple employees use it, or just one?

  • April 18, 2022
  • 2 replies
  • 0 views
I was playing around with Spreadsheet Sync on Friday and things were working nicely. My manager logged in and started playing around with it on Saturday. Now (on Monday) I can't get any data to pull, and when I tried to log out and log back in, I can only log in if I take admin rights away from my manager for myself.

2 replies

JoesemM
JoesemM
April 18, 2022

I'm here to share some details about the user access for the Spreadsheet Sync feature, @joeyf-createroom.

 

When accessing the Spreadsheet Sync in QuickBooks Online Advance, only the admin users can open and manage the file. That's the reason why you're unable to pull any data if you don't log in using the admin rights.

 

To earn about the different options for user roles and access permissions, check out these articles: 

 

 

I've collected these articles for more tips on how to use the Spreadsheet Sync feature in QBOA:

 

 

You can always get back to me here if you have any other questions. We'll be around to lend a helping hand. Have a lovely day, @joeyf-createroom.

J
joeyf-createroomAuthor
April 22, 2022

Thank you for your help. I think I need to clean up my terminology a bit. Is there a way for multiple admins to share app connection ownership? I'm a company admin and can use Spreadsheet Sync, but I can only connect by transferring the app connection ownership to myself, leaving others unable to use Spreadsheet Sync. Is there a way for multiple company admins to pull data using Spreadsheet Sync at the same time?

M
MadelynC
April 22, 2022

Thanks for providing us a clear statement, Joey. I’ve got some information to share with you.


At this moment, sharing app connection ownership for multiple admins isn’t possible in QuickBooks Online. Only one admin can pull up data using Spreadsheet Sync.


QuickBooks developers always search for ways to improve user experience by promoting helpful and efficient features to streamline processes that suit your business needs.

 

You can send this idea through the Feedback option so our Product Development teams can take a look and might consider this as part of the future enhancements. To do that, follow these steps:

 

  1. Select the Gear icon at the top, then click Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.


You can track feature requests through the QuickBooks Online Customer Feedback website.


I’ve attached these resources to learn more about Spreadsheet Sync and how a user can access the companies assigned to them:

 


Please let us know if you have any other questions or concerns besides the Spreadsheet Sync feature. We’d be glad to help you further. Have a good one and take care always!

S
spolevoy2
April 30, 2023

How many users can use Spreadsheet sync, concurrently for a connected Quickbooks Online Advanced company?

J
jeff Siegel
May 17, 2023

Was this answered? 

JaeAnnC
JaeAnnC
May 17, 2023

Thanks for chiming into this discussion, Jeff. Allow me to provide some details regarding the maximum number of users who can utilize the Spreadsheet Sync in QuickBooks Online (QBO) Advanced.

 

In QBO Advanced, only admin users are able to access and manage the Spreadsheet Sync feature. 

 

To get started, please see this article for the procedures: What's Spreadsheet Sync?

 

Additionally, we've included the most commonly asked questions about the new Spreadsheet Sync feature in QBO. Please refer to this link for the answers: Spreadsheet Sync FAQ.

 

If you have any further queries about the Spreadsheet Sync, please feel free to ask them in this post. I'll make sure to respond to you right away to continue assisting you. I hope you have a good day!

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