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August 15, 2023
Question

Custom report in Spreadsheet Inc

  • August 15, 2023
  • 1 reply
  • 0 views

Is it possible to fully customize a report in Spreadsheet Sync? I want a report with sales per representative to calculate automatically commissions; it seems that I can't choose the fields to be extract from QBO through Spreadsheet Sync.

Many thanks for your help.

1 reply

August 15, 2023

Creating a report with sales per representative to calculate commissions automatically is a great functionality, Anne.

 

As of now, this option is unavailable in QuickBooks Online Advanced. As a workaround, we can add a column manually to format the report. For the detailed steps, please see this article: Create and Edit Reports in Spreadsheet Sync.

 

I understand how this feature would be beneficial to you. I recommend sending a feature request directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

Additionally, QuickBooks Online Advanced allows you to build a custom report. This helps you organize your company’s financial data.

 

Please keep us posted if you need help managing your reports or transactions in QuickBooks Online. We're always here to help you out.