hreck
Level 1

Other questions

I was having this issue super frequently for over a year. I saw they recently came out with something called Spreadsheet Sync (or at least I recently found out about it). It's not included in my plan, otherwise I'd probably check it out. I got annoyed with the guessing games, so found a direct Excel connection with QuickBooks using a tool called Coefficient. It's ended up being amazing, because they have tons of connectors, including with our CRM Salesforce, so I can build my imports (pre-existing reports or by objects and fields), set them on a refresh schedule, and blend my CRM and QuickBooks data reliably.