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Join nowI can select accounts I would like to used when customizing a report, but then the report never refreshes
I'm here to help you sort this out, LincolnDirector.
To start, make sure that QuickBooks is up-to-date to improve its performance and fix known problems.
Once done, you can now open a customized report.
Here's how:
You can also click the refresh button to update your report.
Additionally, I've attached this article that'll help you on how to keep your customization set on the report: Create, access, and modify memorized reports.
Feel free to comment down below if you have any other concerns or questions about customizing reports. I'm always glad to help in any way I can.
I doubt it has to do with customizing the report, as reports generally detect the need to refresh every time the data changes, whether or not it will impact the report.
Reports refresh differently, or not at all, based on your preference. If set to "Don't Refresh" then they won't.
Change the preference at Edit | Preferences | Reports & Graphs | My Preferences and then in the Reports & Graphs box, pick from the available options:
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