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How to refresh data in Spreadsheet Sync

SOLVED•by QuickBooks•Updated November 28, 2023

You can sync data between Spreadsheet Sync and QuickBooks Online Advanced at any time by selecting Refresh in the Spreadsheet Sync toolbar.



Refresh options in Spreadsheet Sync

  1. In the Spreadsheet Sync toolbar, select Refresh.
  2. From the dropdown menu, select how to refresh an open spreadsheet.
    1. Current Sheet (Quick) refreshes the open spreadsheet according to previously set data filters.
    2. Current Sheet updates the open spreadsheet using filters you choose.
    3. All Sheets lets you update all sheets or individual sheets within an Excel workbook.
      1. You can also select Append to add new data to the bottom of a spreadsheet.
    4. Automatic Refresh updates a workbook or individual sheets every time you open the workbook or log in to Spreadsheet Sync.
  3. Select Refresh.

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