QuickBooks Online For Dummies, 2024 Edition

Chapter 16

Spreadsheet Sync

IN THIS CHAPTER

Introducing Spreadsheet Sync

Initiating self-updating reports in Excel

Adding and updating list records in Excel

Initiating and/or editing transactions in Excel

Working with consolidated budgets

The Spreadsheet Sync feature serves as a conduit between QuickBooks Online companies and Microsoft Excel. As you’ll see in this chapter, once you install an add-in, you can create refreshable reports in Excel that are directly connected to your QuickBooks companies. Most Spreadsheet Sync features require an Advanced subscription, but you can create consolidated reports that combine results from Simple Start, Essentials, Plus, and Advanced companies if the consolidated report includes at least one company that has an Advanced subscription. You can also use Spreadsheet Sync to add and edit list records and transactions as well as create or edit company-level budgets.

I discuss the QuickBooks App Store in Chapter 7, where you can find apps that allow ...