🔄 How to Refresh QuickBooks Online Lists in Client Hub

When you add new accounts, classes, or vendors in QuickBooks Online (QBO), they won’t automatically appear in Client Hub. To make sure the latest information is available when reviewing transactions, you’ll need to refresh the connection.

🔁 How to Refresh Lists in Client Hub

  1. Go to the QuickBooks Items — you can access this from the Client Task panel or the Books Review section within a client workspace.
  2. Click the "Refresh Lists" link in the upper-right corner.

This will update your available accounts, classes, and vendors from QuickBooks Online.

✅ Tip: Refresh your lists regularly, especially before reviewing transactions or categorizing new activity.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us