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mandy-waltzer
August 11, 2023
Question

Spreadsheet Sync - Build A Report

  • August 11, 2023
  • 1 reply
  • 0 views

I want to create a P&L report by month via Spreadsheet Sync. Once I selected Build A Report, I get to a canned report selection. There is no customization of the report column-wise. When I ran P&L, the year-to-date number showed up in one column (total). I can't break it down to by month.

 

I also can't select the custom reports I created in quickbooks online via Spreadsheet Sync.

 

Is Spreadsheet Sync only for canned reports?

1 reply

DivinaMercy_N
DivinaMercy_N
August 11, 2023

Hello there, Mandy. I'll share some information to ensure you'll able to create the report you need via Spreadsheet Sync in QuickBooks Online (QBO).

 

When editing a QBO report via Spreadsheet Sync, filters may vary depending on the type of report or the data table. Also, only admin users can open and manage this. For more details, read this article: Tips to get started with Spreadsheet Sync.

 

Additionally, there are several report types that are available in Spreadsheet Sync. To know them, go to the Types of QuickBooks Online reports and data tables available in Spreadsheet Sync section of this link: Create and edit reports in Spreadsheet Sync. This could be the reason you're seeing canned report selections when selecting the Build A Report option. 

 

Then, to make sure that you'll able to select the custom reports in your QBO account made via Spreadsheet Sync, ensure that you sync it to the program. To do so, you have to click the Sync to QuickBooks button once you're done creating or editing the reports in the sheet. For detailed steps, proceed to the steps in number 4: Get Started with Spreadsheet Sync for QuickBooks Online Advanced.

 

You can also refer to this link for additional troubleshooting steps in resolving your Spreadsheet Sync issue: Spreadsheet Sync troubleshooting. 

 

If you have other concerns about managing your reports, please don't hesitate to leave a reply below. I'm always here ready to lend a hand.

M
mandy-waltzerAuthor
August 11, 2023

I read through all the links you posted before posting the question. The only thing I couldn't try was 3c and 4d. I don't have those selections when I followed step by step.

 

I confirmed with our QB admin that I was added as an admin as well. I have full authorities to all categories. I don't see why I don't have access to 3c and 4d.

 

 

R
Rea_M
August 12, 2023

Thanks for the update, Mandy.

 

I'll redirect you to the best help available so you can execute all the steps in creating a spreadsheet report with Spreadsheet Sync in QuickBooks Online (QBO) Advanced.

 

Both primary and company admins can open and manage Spreadsheet Sync. Since there are some tasks that you're unable to perform, like downloading data, I'd recommend contacting our Customer Care team. They can create a case that can trigger an investigation to get your issue fixed in no time. Here's how:

 

  1. Sign in to your QBO company.
  2. Go to the Help (?) menu.
  3. Select the Search tab.
  4. Click the Contact Us button.
  5. Enter a brief description of your concern in the What can we help you with? field.
  6. Select Continue.
  7. Choose a way to connect with us (Send a message / Chat or Get a callback / Callback).

 

Once everything is all set, you may also want to check out the Types of QuickBooks Online reports and data tables available in Spreadsheet Sync section in this article to see what reports you can create and customize in Spreadsheet Sync: Create and edit reports in Spreadsheet Sync.

 

Please feel free to leave a comment below if you have other concerns about customizing reports in Spreadsheet Sync. I'm always ready to help.

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