🔄 How to Refresh QuickBooks Online Lists in Client Hub & Troubleshooting Tips

When you add new accounts, classes, or vendors in QuickBooks, 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 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.
3. This will update your available accounts, classes, and vendors from QuickBooks.

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

⚠️ Chart of Accounts Not Fully Displayed

If you don’t see your full chart of accounts when setting up the QuickBooks integration or selecting an account for uncategorized expenses, your lists may be out of date.

To fix this:

1. Go to Settings > QuickBooks Integration in Client Hub.
2. Click Refresh Lists.
3. Try selecting the account again — your complete chart of accounts should now display.

✅ Tip: If refreshing doesn’t immediately update the list, wait a few seconds and then try again. In some cases, QuickBooks needs a short delay to send all updated list data.