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How to refresh data in Spreadsheet Sync in QuickBooks Online Advanced or Accountant

by Intuit Updated 1 week ago

Note: You can sync data between Spreadsheet Sync and QuickBooks Online Advanced at any time by selecting Quick refresh.

You can refresh reports that you create in Spreadsheet Sync in multiple ways:

  • Quick refresh refreshes the open spreadsheet according to previously set data filters.
  • Edit filters updates the open spreadsheet using the filters you choose.
  • Automatic refresh updates a workbook or individual sheet every time you open the workbook or log in Spreadsheet Sync.

You can also update your existing Spreadsheet Sync reports by:

  1. Open the Excel file.
  2. Open and sign in to Spreadsheet Sync.
  3. You can view the details about the report, including when it was last updated. Select Quick refresh in the Spreadsheet Sync tab to get the latest data from QuickBooks.

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