Skip to main content
N
NicoleA1
March 5, 2025
Question

Customize Reports included in spreadsheet sync - add a report

  • March 5, 2025
  • 1 reply
  • 0 views

Hi there! I have a two part question:

1) We currently use QBO advanced and have the ability in our spreadsheet sync reports to run consolidated statements (because we have around 17 separate Qbooks files that we need to roll up). Currently our spreadsheet sync only contains 4 report options in the 'Run Multi-company report' option: Balance Sheet, Profit and Loss by class, Profit and loss, and Trial balance. As a retail business, its critical that we prepare consolidated reports with our 'Location' information as well, which we are having to manually consolidate right now. Is there an easy way to add an existing QBO report 'Profit and Loss by Location' into spreadsheet sync so we can run it as a consolidated report? Or do you have any other recommendations to avoid this manual process monthly?

2)  On a similar note, we are rolling up several entities in our legal org structure, meaning we will be amalgamating several existing entities into each other, which will decrease the need for so many QBO files as well. Has anyone had any luck with the combination of 2 existing QBO files where they could keep the transaction level detail? Doesn't seem to be an option but if we could simply 'combine' multiple existing files together that would be a massive win versus just carrying over opening balances. 

1 reply

JoesemM
JoesemM
March 5, 2025

I appreciate you for sharing your concerns about spreadsheet synchronization and merging two QuickBooks Online files, NicoleA1. I’m here to help clarify those issues and offer some constructive guidance moving forward.

 

Currently, the option to incorporate an existing Profit and Loss by Location report into Spreadsheet Sync is not available. For the time being, please export them as an Excel file and manually combine them in Spreadsheet Sync.

 

Here's how:

 

  1. Go to the Reports section.
  2. Find and open the Profit and Loss by Location report in the Standard reports column.
  3. Customize the report as needed to fit your consolidation requirements.
  4. Click the Export button and choose Export to Excel to download the report as an Excel file.

 

Additionally, I suggest reaching out to our Spreadsheet Sync Team. They can assist you in consolidating the report so that all the information is included properly. You can contact them by logging into Spreadsheet Sync and choosing Help, then Contact Us. The team is available from Monday to Friday, 6am-6pm PT.

 

For answers to some frequently asked questions about Spreadsheet Sync, you can visit this link: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

 

Regarding your second question, the option to merge two company data files into one company is currently not available in QuickBooks Online. Each company is created as a separate file and can't be merged, but you can manually input the data into the company you want to keep. For further information, take a look at this article: Frequently Asked Questions about merging companies, data files, or copy lists in QuickBooks Online.

 

You can also refer to these links for additional troubleshooting steps in resolving your Spreadsheet Sync issue and exporting your lists, and other data from QuickBooks Online:

 

 

If you have additional questions about running reports, combining files, or any concerns regarding QuickBooks, please don’t hesitate to leave a comment below. I’m here to lend a hand.

Terms & ConditionsAccessibility statement