I can successfully use Excel to run a report and get data from QBO -- and it's a pretty nice feature. But beyond that, I can't do much with it... and can't find anything in the documentation to help.
As usual, "support" is useless... they know how to do as much as I do and have no concept of how spreadsheets work, how companies work, or how people actually use the software.
So, here's my SPECIFIC QUESTION:
I have a report in QBO called Elk Street Invoices. It is a simple and just shows me all of the invoices for Elk Street.
I have Excel connected to that report and it displays all of the relevant data.
I save Excel. Three days pass and I want to quickly see if any more invoices have been created for Elk Street... the Excel file has that report so I SHOUDL JUST BE ABLE TO OPEN IT AND SEE THE LATEST DATA.
However, that's no how it works... when I open Excel, I have to go through he whole process of re-running the report to extract the latest data. There is nothing "automatic" -- it takes all of the work everytime to get Excel to show me updated informtion.
HOW DO I MAKE EXCEL ALWAYS HAVE THE LATEST INFO? Where and how do I use QBO to make the connection to Excel "live" so that I can open the Excel file whenever I want and it always has the latest information -- automatically, without me having to manually update it?
