Customization of record templates in Spreadsheet sync

We're delighted to see you posting here today, Anne06018. Let me share insights to help you customize record templates in Spreadsheet Sync.

With QuickBooks Online, you're able to customize the record templates from Spreadsheet Sync. You can modify additional fields or data from the Excel file and bring them into your online company file. To do this:

1. From the Excel file, select Add and edit data in the Spreadsheet Sync panel.
2. Select a template in the Select data to add or change ▼ dropdown.
3. Click the Company data you want to edit or add to.
4. Select 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. Once you're done editing the data in the sheet, select Sync to QuickBooks. Then, click Yes to confirm.

For more detailed steps and information, you can check out this reference: Get started with Spreadsheet Sync for QuickBooks Online Advanced. Also, you can visit this resource on how Spreadsheet Sync works for posting relevant data: Post data to QuickBooks Online Advanced using Spreadsheet Sync.

If the updated details aren't visible after syncing them to QuickBooks, you can manually import your modified file to your account. To do that:

1. In your QBO account, go to Settings ⚙ and select Import data.
2. Select the data you wish to import.

Additionally, we're unable to send these invoices automatically to customers when information is created from the Spreadsheet Sync. We can manually generate invoices for them and can also add customizations to your sales forms.

Moreover, I'm sharing this guide to help you review business finances and other accounting data: Run reports in QuickBooks Online.

We'll always be around whenever you require additional assistance managing sales and company transactions. Feel free to leave a reply in the comments below. Have a good one!