How can I refresh data from my quickbooks account?
We changed some data in our quickbooks online a couple of hours ago and I'm not sure they are reflected in our cash flow forecast yet. How can I refresh our forecast to make sure the data is up to date?
Have a look above the graph, there is a refresh button. Click it and the data from your accounting software (QBO) will be refreshed.
Just so you know, we expect active businesses’ data to constantly change. So our software refreshes your data periodically. Still, if you’ve made recent changes and you’re not sure if they’re showing in your forecasts, just click the refresh button and you’re all set.
Happy forecasting 🙂