Can QuickBooks Spreadsheet Sync do reports and journal entries together?
QuickBooks Spreadsheet Sync cannot operate more than one function, such as pulling a report on one sheet and importing a journal entry on another, within the same Excel file. Attempting to mix functions triggers warnings that the tool will delete all data in the file, making the desktop sync too quirky and glitchy to use.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
- 1Try finoptimal for JEs
- 2Do not use the desktop sync and look for alternative workarounds
- 3Using Python scripts and LLMs to parse statements or emails
- 4Waiting on third-party aggregator support
- 5Manual file downloads
In their words
Unedited, most upvoted first, each linked to the thread it came from.
“I cannot figure out how to have QB Spreadsheet Sync operate more than one function within an excel file.”source ↗
“Can it really not pull a report on one sheet, and import a JE on another sheet? It keeps threatening to delete all of the data in the excel file.”source ↗
“I'm trying to pull in the csv download from JPM Chase and two other european banks.”source ↗
“I wanted a direct API but JPM wanted to charge $5k for setup and $1k a month.”source ↗
“I have tried Plaid but its been over a week and no one has gotten back to my many requests to speak.”source ↗
“I just want the csv sent to me automatically somehow.”source ↗
“Its very glitchy and haven’t worked for me in the past.”source ↗
“The desktop sync is so quirky. I don't use it.”source ↗
Where this came up
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