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January 28, 2026
Question

is there an automatic refresh report option or setting

  • January 28, 2026
  • 1 reply
  • 1 view
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1 reply

QuickBooks Team
January 28, 2026

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.