Example of refreshing 100 accounts at a time

Updating QB Balances and History

To refresh 100 accounts at a time, you will need to run through the refresh screen multiple times until all of your accounts have been refreshed.

1.	Start with your selections as shown in Step 1, click refresh and then click Refresh Selected Members at the bottom of the screen to refresh the first 100 members.

STEP 1

2.	After processing the first 100 members, set your selections as shown in Step 2, click refresh and then click Refresh Selected Members at the bottom of the screen to refresh the next 100 members.

STEP 2

3.	After processing the next 100 members, set your selections as shown in Step 3, click refresh and then click Refresh Selected Members at the bottom of the screen to refresh the next 100 members.

STEP 3

4. Continue this process, incrementing the Starting Position by 100, until all records are processed.

If processing a different amount of records than what is shown in this example, increment the Starting Position in multiples of that number instead. For example, if processing 20 records at once, use Starting Position increments of 20, 40, 60, 80 etc.