Spreadsheet Sync Custom Report

Welcome to the Community, @pavian.

Yes, you can export data to Spreadsheet Sync, as it is one of the features of QuickBooks Online (QBO). Let me walk you through the steps to help you solve this matter.

1. Go to Reports.
2. Search for and select the report you want to export.
3. At the top of the report, select the Export/Print icon. Then, choose Run Report and sync data in Excel.
4. It will then direct your Spreadsheet Sync page.

Any changes that apply to your Spreadsheet Sync will automatically reflect on your QBO Advance account. If you want to edit or add data to your QBO, you can follow the steps below:

1. In the Spreadsheet Sync panel, select Create a report.
2. Choose your QBO Advanced company from the Select company ▼ dropdown.
3. Select Company Settings in the spreadsheet sync toolbar when you have more than one company, then select Add Company to start using that company's data.
4. Pick Select report to choose the report or template you want to use.
5. Select Data to get to filter data for the report.
6. For reports, in the filter window. Filters vary depending on the report type.
7. In the Filters section, choose the Date, Period, Accounting Method, Class, Location, Customer/Vendor, or Item.
8. Under Date Range, select whether to see weekly, monthly, quarterly, or yearly data and the start and end dates of your data period.
9. Once the report is generated, a Report Created window appears.

Please know, that only QBO Advance admin users can open and manage the Spreadsheet Sync.

If you need further guidance with managing your Spreadsheet Sync, check this article out: Get started with Spreadsheet Sync for QuickBooks Online Advanced.

You can also check this article out if you want to learn how to refresh your data in Spreadsheet Sync and your QBO Advanced for accuracy: How to refresh data in Spreadsheet Sync.

Let me know if you have other questions about using Spreadsheet Sync in QBO Advanced. Just leave a comment below. I’ll be happy to assist you.