November 2024
Beginner
448 pages
10h 8m
English
Content preview from QuickBooks Online For Dummies, 2025 Edition, 10th Edition
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Chapter 16
Synchronizing QuickBooks and Excel
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, with one exception. You can create consolidated reports that combine results from Simple Start, Essentials, Plus, and/or Advanced companies when at least one company 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.
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