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How to refresh a report in Excel

How to refresh your data with the latest information from QuickBooks Online

Alex Finn avatar
Written by Alex Finn
Updated over a week ago

There are multiple ways you can refresh your import!

Method 1 - Automatic refresh (Most recommended)

  1. Open LiveFlow

  2. Go to Manage Reports by clicking the menu button (3 Lines) in the top-left corner of your LiveFlow window

  3. Click the “Auto-Refresh Toggle”

  4. This will automatically refresh all reports whenever the document is opened

Method 2 - Click on Refresh all reports

  1. Open LiveFlow

  2. Go to Manage Reports

  3. Click Refresh all reports

Method 3 - Refresh individual reports

  1. While in Manage Reports

  2. Click on the button next to the report you would like to refresh

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