Dext stores a local copy of your client's data from Xero or QuickBooks Online and syncs it automatically every 48 hours. When you need the latest data sooner — for example, after making changes in your client's accounting software — you can trigger a sync on demand, then recalculate to update the checks or reports.

Always run Sync before Recalculate if you've made changes in Xero or QuickBooks Online. You can also recalculate at any time without syncing — for example, if you've changed a date range or reporting date and want to see updated results without pulling new data.

All Data Health checks have Sync and Recalculate buttons at the top of the page. Use these after making changes in Xero or QuickBooks Online, or after adjusting the Reporting date on a check.

All client-level Insights have Sync and Recalculate buttons at the top of the page. Use these after making changes in Xero or QuickBooks Online, or after adjusting the date range or reporting period on an insight.

Within an in-progress Workflow, Recalculate and Sync are available at the top of the page at any time.

If your client's data has been synced since you last had the Workflow open, Dext will show a Data Has Changed prompt when you reopen it. Select Recalculate Now to update the Workflow with the latest data before continuing, or select Cancel to continue without recalculating.