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Update directly from Excel

You can update saved reports while working in Excel.

To do this task

  1. Click the QuickBooks tab.

  2. Select Update Report.

Note: The first time you update a report from Excel, QuickBooks must be open. This is important because QuickBooks automatically updates your integrated applications preference. Basically, it tells QuickBooks that Excel has permission to access your data. After that, you can update reports from Excel even if QuickBooks is closed.

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