Refresh Data for QuickBooks Integration

Use the Refresh Data button to sync any updates made in QuickBooks to ensure your records are up to date.

  1. 1. Go to Apps Menu

    Click QuickBooks

    Go to Apps Menu

  2. 2. Click on your Connected Organisation

    Click on your Connected Organisation

  3. 3. Click on 'Refresh Data'

    Click on 'Refresh Data'

  4. 4. A green message will appear at the bottom left of the screen notifying you that the data has been refreshed successfully

    A green message will appear at the bottom left of the screen notifying you that the data has been refreshed successfully

  5. 5. Go to 'Organisations'

    Go to 'Organisations'

  6. 6. Open the relevant organisation

    Open the relevant organisation

  7. 7. Select the Accounting Information

    Select the Accounting Information

  8. 8. Click the 'Refresh Accounting Data' button

    Click the 'Refresh Accounting Data' button

  9. 9. Important Reminder

    *Always click Refresh Data after making changes in QuickBooks

    *Refresh before running payroll or generating reports