Refreshing a connected table

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

You can refresh a connected table at any time by opening the connected table and clicking Refresh Data on the Page bar.

You can also refresh a connected table automatically, on a weekly, daily, or hourly basis. The scheduled time is based on the app's timezone settings, which are set in App properties.

When you create a connected table, you choose when and how to refresh data in the table on the Refresh options page. App admins and the connection owner can change the refresh options any time.

To set or change refresh options:
  1. Open your connected table and select SETTINGS.

  2. Click the Connection, for example, QuickBooks connection.

  3. On the Details tab, locate Refresh options and then click Edit options.

  4. Set or adjust the refresh options and then click Done. To stop a connected table from refreshing according to a schedule, select Manual only.

Tip: Before you change the refresh options, make sure you understand the purpose of the connected table.

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