I use QBO Advanced and use custom reports & spreadsheet sync. I have one report that never seems to want to update. Any suggestions?

You can quickly refresh the report you create in Spreadsheet Sync, kevind4, which will update the open spreadsheet based on your custom report. I am happy to guide you through the steps.

To do this, follow these instructions:

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.

To ensure accurate data synchronization, I also recommend reviewing and adjusting the filters used when refreshing the worksheet.

If the issue persists, I suggest contacting our Live Support Team. They have the tools to access your account securely and investigate the problem.

You can contact them by clicking the Help button at the top-right corner of your QuickBooks Online account and choosing the Assistant tab to get help from the QB Assistant. From there, enter your question and select Chat with us or Have us call you. Be sure to check their support hours to know when they're available.

If you have questions about Spreadsheet Sync in QuickBooks Online Advanced in the future, you can refer to this article for various scenarios on how to address them: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

In addition, we have a team of experts who can offer personal guidance on linking your accounts, automating tasks, and teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details.

If you want to customize your dashboard, please let us know, and we will guide you through the process.

I am aware of how to update, but various reports I attempt to refresh do not update the data.  Have to try several times, close excel, sign out, sign in, restart, etc... and sometimes it works and sometimes I have to try again later on.

I am aware on how to refresh the report, but I still have several reports that data does not update when I select the refresh button.  I try to sign out, sign in, restart, close excel, open excel, and sometimes it works, sometimes it doesn't.

I appreciate the details you've shared, Kevin. Since you have already undergone the troubleshooting steps provided by my colleague, MirriamM, our QuickBooks (QB) Live support team can further help you discover why the data from QuickBooks Online (QBO) Advanced doesn’t populate in Spreadsheet Sync. Let me direct you to them.

Before I direct you to them, you can consider switching to other supported browsers installed on your system to rule out whether the browser you're currently using has anything to do with the syncing issue. Then, try logging in again and open Spreadsheet Sync to see if things work out. 

If the issue continues, then let's contact our QB live support team. They can set up a screen-sharing session to help identify why your data reports in QBO don't show up in Spreadsheet Sync. They can also create a ticket for further investigation.

Here's how to contact our live support team:

1. Open your QuickBooks account using your web browser.
2. Head to the Help icon, then the Search tab.
3. Enter Contact US in the search box.
4. Click Contact Us.
5. Pick the Chat or Callback option.
    

You can check their support hours to know when they're available.

Moreover, by exporting data to Excel, you can manually review and cross-check figures for accuracy, helping you to identify and rectify any errors that may exist in the original QuickBooks reports.

If you need further assistance with customizing and managing your reports, click the reply button. I'm always here to help.

Clarifying a couple items, as I think the reply is directed to a fix that I am not looking for.  The custom reports run just fine out of QBO, it's when I try to refresh the reports or run them in excel is where they either don't update or are missing several fields.

I genuinely appreciate all the effort you've put into running the report, Kevind4. I understand how important it is to fix missing fields and updates. I will connect you with the right team to access your account and help resolve this issue.

Since you're still facing the issue with the missing fields and the Excel not updating, I suggest reaching out to our Live Support team. They can investigate this further and help you resolve the problem with running the report.

You can follow the steps shared by my colleague Jeff_S or click this link: QuickBooks Online Support. This too ensure they can assist you promptly.

You can also refer to these links for additional troubleshooting steps in resolving your Spreadsheet Sync issue in QuickBooks Online:

• Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant
• Spreadsheet Sync troubleshooting

If you have additional questions about running reports or any concerns related to QuickBooks, please feel free to leave a comment below. I'm here to help.