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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 10 months 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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