Accounting Tip of the Month: Analyze Live Data with QBO Spreadsheet Sync
Static exports quickly become outdated. Spreadsheet Sync bridges QuickBooks Online Advanced and Excel or Google Sheets, giving you real-time data for analysis and reporting.
- Custom Reporting
Build dashboards and pivot tables that show exactly what matters most. - Live Updates
Edit or post large batches of data in Excel and sync them directly back to QBO, no more stale CSVs. - Multi-Entity Insights
Group multiple company files into one workbook for consolidated reports. - Better Oversight
Live data improves accuracy and helps you spot variances early.
Note: Use live data as a reference to build other reports and dashboards. When you refresh live data, formatting does not carry over, so it’s best used as a source rather than the final presentation layer.
Excel is powerful on its own. But becomes far more powerful when it’s pulling live data from QBO.
Need help connecting Spreadsheet Sync or building live reports? One 8 Solutions is here for that. Schedule a conversation today!
