Starting now, you no longer need to worry about exporting your business data just to work with it in a spreadsheet – you can combine the power of Excel and Advanced (learn more: [ Ссылка ]).

When running a complex business, it’s critical to use a financial management system that can be your single source of truth. Migrating data back and forth to separate Excel spreadsheets just to use your go-to formulas and functions can tack on hours of labor and leave room for errors you can’t afford.

Spreadsheet Sync, only in QuickBooks Online Advanced, connects your business data directly to Excel. That means no more moving data manually – you can work with the tools you’re used to, with the confidence that your information is accurate.

With Spreadsheet Sync, you can easily build reports and visuals in Excel from your QuickBooks data, to track your business performance and the insights you want. Start with a template, or add data to the spreadsheet. You can even build consolidated reports for multiple companies or entities. Then, build pivot tables, use formulas and functions, and insert graphs to get the insights you need. Save any report you create for future use, and refresh with the latest data in a single step.

The sync works both ways. That means you can use Excel to edit your existing data – even in bulk – or enter new invoices, bills, customers and more right into a spreadsheet. Just choose the data you want to sync, and you’ll see it in QuickBooks right away.

Work with your data how you want, create flexible workflows that combine the power of Excel and Advanced, and track business performance the way you want with Spreadsheet Sync – only in QuickBooks Online Advanced.

In this video:
0:00 When running a complex business, it’s critical that you can rely on a financial management system to be your single source of truth.
0:06 But sometimes you want to use a spreadsheet to build a report or edit data. However, migrating the data back and forth can add a lot of extra work, and the manual process can allow errors that cost you money and time.
0:16 Spreadsheet Sync, only in QuickBooks Online Advanced, connects your business data directly to Excel. So, go ahead: use your go-to spreadsheet functions with the confidence that your information is accurate.
0:27 Build reports and visuals in Excel from your QuickBooks data, to track your business performance and the insights that are important to you.
0:33 Start your report with a pre-made template, or make your own. You can even add data from one or more companies to the spreadsheet.
0:38 You can build pivot tables, use formulas and functions, and insert graphs to get the visuals and insights you need to dig deeper into your finances and make more informed business decisions.
0:44 Save any report you create for future use, and refresh it with the latest data in a single step.
0:50 Syncing your spreadsheets works both ways. That means you can use Excel to edit your existing data – or enter new invoices, bills, customers and more right into a new spreadsheet. Choose which data you want to sync to QuickBooks, and you’ll see it there right away.
1:06 Work with your business data and track performance the way you want, with Spreadsheet Sync – only in QuickBooks Online Advanced.

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