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fmkport
March 31, 2025
Question

Spreadsheet Sync Project Estimates

  • March 31, 2025
  • 1 reply
  • 0 views

We are a new user of QBO Advanced and use project estimates on a regular basis in our day to day business. The Estimates template in spreadsheet sync uploads the data to the Sales Estimate and not the Project Estimate. As a result, we do not have the markup data that is found on the Project Estimate but not the Sales Estimate. Is there a way to have spreadsheet sync upload the data to the Project Estimate and not the Sales Estimate? Would this require an additional template in spreadsheet sync? Or is there some other workaround, possibly adding columns to the Sales Estimate?

1 reply

T
TrixieD
March 31, 2025

I appreciate the amount of details you included in this post, fmkport. I'll point you in the right direction for support about uploading Spreadsheet Sync templates to QuickBooks Online (QBO).

 

Currently, the default columns available in the software include Date, Product/Service Description, Quantity, Rate, Amount, and SKU. If you wish to add a column that is not in the current options, it's unfortunately unavailable.

 

Alternatively, I recommend contacting the support team for Spreadsheet Sync to explore whether you can adjust the sync settings to funnel data specifically to the Project Estimate rather than the Sales Estimate. They possess the necessary expertise and resources to give you a definitive response and may be able to customize a solution that fits your needs.

 

Here's how to reach out:

  1. Sign in to Spreadsheet Sync.
  2. Select Help.
  3. Click on Contact Us.

 

To learn how Spreadsheet Sync works, please refer to our FAQ page. You will find accurate responses to commonly asked questions and gain insights.

 

Additionally, the software has a feature that allows you to create and customize reports in Spreadsheet Sync, giving you the flexibility to organize them or add your style. You can refer to these articles for guidance. 

 

 

Get back to us by clicking the Reply button if you have more questions about uploading the Spreadsheet Sync template. We're always here to guide you every step of the way. Have a great day.

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