November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 16
Animating Your Data with Spreadsheet Sync
IN THIS CHAPTER
Launching the Spreadsheet Sync add-in
Creating and refreshing Excel-based reports
Adding and updating list records and transactions
Creating and syncing consolidated budgets
Think of Spreadsheet Sync as your backstage pass between QuickBooks Online and Excel. Once you install this add-in, you can build refreshable reports in Excel that stay linked to your QuickBooks data. No more copy/paste marathons or manually updating spreadsheets!
Most of Spreadsheet Sync’s power is reserved for Advanced subscribers, but there’s a twist: If at least one of your companies is on the Advanced plan, you can pull in data from companies on Simple Start, Essentials, or Plus to create consolidated reports. That means you can mix and match multiple company files into certain Excel reports.
And it doesn’t stop at reporting. Spreadsheet Sync also lets you add or edit list records (think customers, vendors, and products), work with transactions, and even build or modify budgets right from Excel. It’s like giving Excel a direct phone ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.