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Google Sheets sync

Keep your whole workspace in one Google Sheet that updates on its own — and edit it back.

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Step by step

  1. Open Google Sheets

    The page explains what goes into your sheet: a tab per account, plus clients, budgets and more.

    Google Sheets sync — step 1: Open Google Sheets
  2. Connect your Google account

    Click Connect Google Sheets and allow access. ProfitSync can only see the one file it creates.

  3. Choose what to include

    Turn sections on or off. Transactions can be edited in the sheet and come back into ProfitSync.

    Google Sheets sync — step 3: Choose what to include
  4. Open your sheet

    Click Open in Google Sheets any time. It stays up to date as you work.

    Google Sheets sync — step 4: Open your sheet

Good to know

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