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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 month ago

There are three ways to refresh your imported data in LiveFlow:

Method 1 - Enable Automatic Refresh (Recommended)

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

  2. Click the “Auto-Refresh Toggle”

  3. This setting ensures that all reports refresh automatically every time the document is opened.

Method 2 - Manually Refresh All Reports

  1. Open LiveFlow

  2. Go to Manage Reports

  3. Click "Refresh all reports" to manually update all of your reports at once

Method 3 - Manually Refresh Individual Reports

  1. Open Manage Reports

  2. Locate the specific report you want to update

  3. Click on "Refresh all reports" to manually update the specific report

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