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K
KBBH
September 18, 2023
Question

Spreadsheet Sync options

  • September 18, 2023
  • 1 reply
  • 0 views

Why don't I have access to all features in Spreadsheet sync as shown in the videos, ie. the advanced templates, budgeting. 

 

Also why aren't the classes being pulled into the excel tables for data analysis (ie. so I can perform data analysis with pivot tables and charts by class).  I'm only able to filter in the report creation step, which makes no sense in terms of data analysis by charts.

 

Thanks in advance

1 reply

T
Trish_T
September 19, 2023

Hi KBBH,

 

Welcome to Community!  It's important that you have the access you need to accomplish your bookkeeping goals in QuickBooks Online Advanced.  I'd be happy to point you in the right direction, so you can complete your tasks as soon as possible!

 

In your situation, I encourage you to contact our QuickBooks Online Advanced specialists outside of Community.  They'll be happy to work with you on a personal level in order to review the issues you've encountered, and ensure you're able to complete your work in a timely fashion.

 

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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If you have any other questions, please feel free to reach back out.  We'd be glad to help!

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