How do you update and refresh Excel reports from QuickBooks?

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Study for the QuickBooks Certified User (QBCU) Exam. Prepare with flashcards and multiple choice questions, each question has hints and explanations. Get ready for your exam!

Multiple Choice

How do you update and refresh Excel reports from QuickBooks?

Explanation:
Linked Excel reports from QuickBooks can be refreshed from either side of the integration, so you have flexible options to keep the data current. You can update the workbook by using the Excel button in QuickBooks, which pushes the latest QuickBooks data into the Excel report. Alternatively, you can refresh directly in Excel to pull the freshest data from QuickBooks into the spreadsheet. This dual refresh capability keeps the report up to date without rebuilding it. The other choices are limited to a single direction or imply no way to bring updates from Excel into QuickBooks, which doesn’t reflect how the linked reports can be refreshed.

Linked Excel reports from QuickBooks can be refreshed from either side of the integration, so you have flexible options to keep the data current. You can update the workbook by using the Excel button in QuickBooks, which pushes the latest QuickBooks data into the Excel report. Alternatively, you can refresh directly in Excel to pull the freshest data from QuickBooks into the spreadsheet. This dual refresh capability keeps the report up to date without rebuilding it. The other choices are limited to a single direction or imply no way to bring updates from Excel into QuickBooks, which doesn’t reflect how the linked reports can be refreshed.

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