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BLMG
Level 1

is there an automatic refresh report option or setting

 
1 Comment 1
ClaireSamanthaS
QuickBooks Team

is there an automatic refresh report option or setting

Hello there, BLMG.

 

Currently, there is no automatic refresh setting or option for reports in QuickBooks Online. Reports do not refresh automatically on a schedule or continuously in the background. Let me explain this below.

 

When you change filters, date ranges, or columns, the report automatically updates with the new criteria; no manual refresh needed. However, to see newly added transactions or data changes made after opening a report, you need to manually click the refresh button or re-run the report.

 

If you have additional questions or concerns, you can add a comment below.