QB Online Refresh after reports created

  • 8 May 2023
  • 1 reply


I noticed today that after making some changes in QB Online, my newly created reports refreshed after about a half hour. 

What didn’t refresh was the data in the Executive Summary. The executive summary still reflected the old data.  I thought I’d let you know!


1 reply

Userlevel 5
Badge +3

Hey @Trish Fields Thanks for the feedback, if you make a new report from a template, the executive summary will be updated. However, on a refresh, the executive summary will not be updated. I understand how this isn’t clear or expected, so we’re discussing changes internally to improve this behavior.