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R
RAJ111
December 6, 2024
Question

SPREADSHEET SYNC

  • December 6, 2024
  • 1 reply
  • 0 views

SpreadSheet Sync has very few Class Related Reports and the only one that is there at present is Budget Overview. This doesn't work correctly for Custom Dates - it reverts to 12 month totals. Does anybody know when this might be fixed and also when other class related reports might be available

1 reply

R
Rasa-LilaM
December 6, 2024

I recognize that the odd behavior you've encountered while using Spreadsheet Sync has impacted your business workflow, RAJ111. I'm here to help you connect with the right support channel to address your concerns and provide a timely resolution.

 

We'll have to take a closer look at why your custom report totals are reverting to 12 months. To do this, we'll need to access your account and review the reports. I recommend reaching out to our QuickBooks Online (QBO) support team for further assistance. Once they identify the cause, our specialists will assist you in implementing a permanent solution. You can also ask them about generating reports with class using Spreadsheet Sync.

 

QuickBooks Online (QBO) allows you to generate and tailor reports through Spreadsheet Sync. There are also numerous class-related reports included in the software. To streamline your search, simply enter the report name or a keyword like "class."  

 

Explore this article for more insights about the feature, including the steps to create and edit reports: Create and edit reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

 

Feel free to open each link below for guidance on how to  resolve common errors when using Spreadsheet Sync, and answers to common questions about the feature:

Visit the Community again if you need guidance navigating QBO or have questions on how to handle a specific accounting task. We're always ready to lend a helping hand.

R
RAJ111Author
December 9, 2024

There are numerous useful (for accountants) class reports in QBO Classic View but I can only find one in QBO Modern View (Budget Overview) but that is of limited use as for some reason class sub-totals are missing. There is only one I can find in Spreadsheet Sync - Budget Overview. At least that one  has sub-totals  but has the problem I described in my post. I'm a bit mystified by your comment that there are numerous class reports available. Presumably you are referring to Classic View. If not please tell me where they are in Spreadsheet Sync.  Intuit have repeatedly stated that Classic Views are being discontinued - the last forecast date I can see being the end of calendar 2024. Presumably that date is not now applicable. 

I will try to use your help desk to fix the immediate problem  but as it is easily re-produceable I would have hoped that Intuit could just fix it and report when completed. By way of clarification this is not a  "custom- report " but a standard one.

R
Rasa-LilaM
December 9, 2024

Thank you for coming back to the Community, RAJ111.

 

I see how vital it is for your business to utilize other class-related reports in SpreadSheet Sync and to have class sub-totals included in the Budget Overview report. We value the insights and suggestions from our customers, particularly when we’re working on new features or refining existing ones. Your feedback will guide us in pinpointing what needs enhancement.

 

Let's send requests directly to our product developers to incorporate other class-related reports and show the class sub-totals. Adding these features will surely enhance users' working experience.

 

To submit feedback:

 

  1. Click this link: https://quickbooks.intuit.com/learn-support/quickbooks-idea-exchange/idb-p/uk-idea-exchange.
  2. From there, click the Suggest an idea link.
  3. Enter your thoughts and product ideas in the field box and click the Post button.

Browse this article for answers to frequently asked questions about Modern view reporting, along with the steps to tailor your reports: Customise reports in QuickBooks Online.

 

Also, you can get in touch with our QuickBooks Online (QBO) Care Team for assistance with obtaining class reports in both Spreadsheet Sync and Modern view.

 

Moreover, you can explore these resources for tips on importing data with Spreadsheet Sync, including the range of reports available within the tool:

 

 

Feel free to visit the Community again if you have other QuickBooks concerns or questions about managing reports. We'll get back to provide the assistance you need.

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