Dext syncs automatically with your connected accounting software every 48 hours. To trigger a sync sooner - for example, after adding new categories or updating your chart of accounts - you can do this manually at any time.
Important: Only Admin users, including accountants and bookkeepers, can trigger a manual sync.
Refresh integration data
To sync all your lists, use Refresh integration data in Business settings:
Go to Business settings, then select Connections.
Select Manage next to your connected accounting software.
Select Refresh integration data from the dropdown.
Dext will sync all the lists from your accounting software - including categories, suppliers, customers, tax codes, bank accounts, and projects.
Reload from a specific list
You can also trigger the same full sync from within any individual list in Business settings. This is useful if you're already working in a specific area, such as Categories or Tax rates.
Go to Business Settings, then select Lists.
Select the list you want to view - for example, Categories.
Select Reload at the top of the page.
This triggers the same full sync as Refresh integration data. Allow a few minutes for updates to appear, then refresh your browser to see the latest data.
Note: You can also access the Reload button from Suppliers in the Costs workspace and Customers in the Sales workspace.