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Replying to:
RoseJillB
QuickBooks Team

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Given that your subscription has been upgraded, @bobbogino, it’s likely that you are the primary admin of this company file.

 

To confirm, you can check the Manage Users option to view and verify all company members and their assigned roles. Here’s how

 

  1. Go to the Gear icon and select Manage Users.
  2. In the Users tab, review the list to see who's designated as the Primary admin in the company.
    user roles.png

     

To address your initial concern about not seeing the Edit QuickBooks records and sync back option: while Spreadsheet Sync supports batch editing for some transactions, it does not include specific types, such as Expenses, Bills, and Checks. This is why the option is unavailable.

 

Instead, we can use a third-party application to export, edit, and re-import expenses with class or customer assignments.

 

If you require additional information on using Spreadsheet Sync or managing QuickBooks transactions, please let us know by adding a reply to this thread.

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