QuickBooks product update: Spreadsheet Sync | In the Know episode 1
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- čas přidán 5. 07. 2024
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This episode is all about Spreadsheet Sync, which is now available with Google Sheets. This powerful feature enables you to securely send data back and forth between QuickBooks Online Advanced and Google Sheets.
Plus - you'll hear from ProAdvisors Carla Caldwell and Michael Ly on how QuickBooks empowers them to work efficiently, deliver services at scale, and act as a trusted advisors to their clients.
0:00 - Introduction
0:13 - What is Spreadsheet Sync for?
0:32 - Overview of Spreadsheet Sync
1:02 - Product demonstration of Spreadsheet Sync for G-Sheets
2:26 - ProAdvisor thoughts on Spreadsheet Sync for G-Sheets
6:00 - How clients benefit from Spreadsheet Sync
8:11 - Outro
Learn more about QuickBooks Spreadsheet Sync: intuit.me/4dkXvlA
Visit QuickBooks.com: intuit.me/QBO
#QuickBooks - Věda a technologie
This is great for sending reports to clients, and add as much of information as possible in the notes.
Love this! I as a front office expert I also developed interactive monthly spreadsheets to working back and forth between front and back office on the individual accounts within a clients file. We keep track of when doc's are received, when the were reconciled, what problems were on a specific account MER answers, last closed dates, Requests closed and more.. all in ONE PLACE. We also have links to each of our leads trackers. The back office experts that use this have created an excellent source of communication with the front office and with the cover sheet know exactly which accounts they have to work on, on each stage of the cadence. Unfortunately all of my back office uses this available tool of communication.
Thanks so much for sharing, Janice! Sounds like you are a real pro and have lots to teach.
I am really enjoying this new show! Great job to everyone involved. I have some feedback regarding the new spreadsheet sync. We are using this functionality for our practice. We rely heavily on the concept of GAccom and the benefits of its automatic updates. I was wondering if the new solution shown are using has the same capability, to automatically update. I would love to share some use cases of how we use this functionality, and it would be fantastic if we could have it integrated directly into QuickBooks. These are exciting times!
Thank you so much for the watch! We'll pass along the feedback to the product team! :)
This is AWESOME!!!! 🎉🎉🎉❤
So glad you're enjoying the show. Thank you!
Good start, but need more to be good
Thanks for the feedback! We'll be doing one per week.
Looks great, but it does not appear to be available yet... Can you please share a release date?!
You should already see the Spreadsheet Sync option in your QuickBooks if you have QuickBooks Online Accountant or QuickBooks Online Advanced, Phillip. You'll see it by clicking the Gear icon, and then you'll see it under the Tools menu. I'll link more info about it for you here: (quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/spreadsheet-sync/L3jiBUftI_US_en_US?uid=lx9fg975). I hope this helps. -Karey
I can see the option on the excel desktop but not on google sheets. how can I get this goign on sheets?
@@quickbooks I only see the Excel Sync option. I have QBO Advanced 🤷♂ (and the QBO support call center had no idea this feature even exists... haha)
G Sheets but not Excel?
It's available for Excel too!