Syncing QBO Advance with Excel

by | Jun 11, 2024 | Accounting, Tax

QBO Update:

Great news for Quickbooks Online Advanced customers. Intuit has created a new Spreadsheet Syncing option for QBO Advanced users with Office 365!

This will allow customers to securely move data from Excel (Office 365 version) to QBO Advanced and vice versa.   The main benefit of this option is to open up more possibilities for customizing reports to fit the needs of each unique customer’s reporting methods.  Whether adding a graph or a specific table style to a report would benefit your financials, more possibilities are now available for Quickbooks Online Advanced customers.

To initiate, an Admin will have to:

  • Go to Settings then choose Spreadsheet Sync.

Or

  • Go to Reports and click the Spreadsheet Sync tab.

Then follow the setup steps to guide through the setup.  This will need to be done the first time for each customer, but after the initial setup is done, reports can easily be created and synced to QBO Advanced moving forward.

Please call our office if you have any questions.

248.934.0550

Always remember, Senter, CPA is here for you if you need any assistance.

Don't hesitate to give us a call at 248-934-0550, or contact us below.

Dolly Parton’s Imagination Library

As an affiliate of Dolly Parton’s Imagination Library, the Rotary Club of Clarkston is committed to creating a community that works for all children and all families, especially those most in need. Literacy is the foundation of a child’s education and helping kids thrive is our priority.

7 Ways to Cut Your Small Business Tax Bill

Running a small business means balancing many tasks. While your primary focus is likely on day-to-day operations, it’s important to also consider strategies that can help reduce your tax burden

Hiring: Front Office Administrator – Full Time

We’re looking for the next rock star to keep our front office running smoothly. This is a key role with daily interaction with clients, staff, and leadership. You’ll be the first-face and voice people encounter—so if you love people, are super organized, and thrive in a fast-paced, friendly environment, we want to hear from you!

A Heartfelt Thank You

As we close the books on another tax season, we want to pause and express our deepest appreciation for your continued trust and partnership.

2025 Depreciation Limits

For the first time in the past three years, the IRS has set lower depreciation limits for passenger vehicles. These limits are updated annually for inflation.

Understanding Tax Extensions: What They Are and How They Benefit You

As the tax filing deadline approaches, many taxpayers find themselves unprepared to submit their returns on time. In such cases, filing a tax extension can be a practical solution.

Making Your Federal & State Income Tax Payments

Paying your federal and Michigan state income taxes has become more convenient with various online options.

Where’s My Refund

At Senter CPA, we understand how important it is to track your refund status efficiently. That’s why we’re providing you with a step-by-step guide to using the IRS “Where’s My Refund?” tool and Michigan’s “Where’s My Refund?” portal.

Senter, CPA 2024 Individual Tax Return Process

At Senter, CPA, we strive to make your tax preparation process seamless and efficient. Here’s an overview of our updated tax return process for the 2025 tax season: (2024 tax returns)

Beneficial Ownership Information Reporting Requirements? February 2025 UPDATE

As of February 20, 2025, the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA) have been reinstated. This follows the U.S. District Court for the Eastern District of Texas’s decision on February 18, 2025, to lift the nationwide injunction that had previously halted enforcement of these requirements.