Believe it or not, I have already been looking at preliminary results from our new Top 100 Applications. Just another reason why this year’s form is so much better than other years. I actually can get statistics, including graphics from the form data on a real-time basis rather than having to wait until the applications close.
Thus far, the results show a number of ProAdvisors defining themselves as QuickBooks Online-Advanced Mid-market Specialists. One of the things that caught my eye was how few of those had clients using the Spreadsheet Sync feature offered as part of QBO-Advanced, or its related capabilities.
It makes me wonder when it comes to Spreadsheet Sync if they fully understand the purposes, advantages and just how easy it is to use?
Spreadsheet Sync lets QuickBooks Online Advanced users sync their QBO-Adv account(s) to Excel so they can:
- Pull data into an Excel spreadsheet, edit it and then post it back to QuickBooks Online Advanced
- Create new data to post to QuickBooks Online Advanced using Spreadsheet Sync’s list templates
- Create custom reports and refresh them with up-to-date QuickBooks Online Advanced data
Users of QuickBooks Online Advanced must have the Office 365 edition of Excel to use Spreadsheet Sync.
Presently, only QuickBooks Online Advanced admin users can open and manage Spreadsheet Sync. Only a QuickBooks Online Advanced administrator can add companies to Spreadsheet Sync and assign user permissions.
Signing into Spreadsheet Sync from QuickBooks Online Advanced
- From the QuickBooks Online-Advanced dashboard, go to Settings ⚙ and select Sync spreadsheets.
- QBO-Advanced displays the basic steps to setting-up Spreadsheet Sync; click Let’s Go to proceed.
- The first time you use Spreadsheet Sync, you will need to go through the OAuth process of connecting the Spreadsheet Sync app with the QuickBooks Cloud. This will require you to log into your QuickBooks Account.
- You also will need to authorize Spreadsheet Sync to connect with QuickBooks and for the two to share data.
Using Spreadsheet Sync to pull QuickBooks Data into a Spreadsheet
- If only one company has been assigned to you by your QuickBooks Online Advanced account admin, that company will appear in the Please select your company drop-down. If more than one company has been assigned, select Company settings in the Spreadsheet Sync toolbar and choose Add new to begin using a company’s data.
- To create a new spreadsheet report, select Build Reports from the toolbar, Build a Report in the right hand window.
- Select how you want to build your report with, choose My QuickBooks Data under How do you want to start?
- Choose the Reports or Data Tables you want to use.
- Customize your Report, just as you would if you were in QuickBooks.
- Your data should sync, and your report should compile in Excel.
That’s the basic functionality of Spreadsheet Sync for QuickBooks Online Advanced users.
QBO-Advanced users are receiving this feature at no additional cost as part of their subscription; therefore, they might as well make use of it.
In a future article, we will look at other features that Spreadsheet Sync functionality offers users of QuickBooks Online-Advanced.
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