If your Dext Prepare account is integrated with any Accounting Software, we will check every 24 hours for any updated information and sync these to Dext Prepare.
Important: You must have Administrator level User Privilege access to be able to access the Connections page to refresh the chart of accounts. Reach out to your account admin, accountant or bookkeeper about getting access.
However, you might like to speed up this process, especially after creating new categories or adding new clients to your chart of accounts. Follow the below instructions to trigger an immediate sync.
To do this go to:
- Connections in the sidebar, then Integrations.
- Click the Manage Connection drop down button.
- Then click Refresh integration data.
Note: for Business Plus, Premium, Streamline and Optimize accounts, the Reload button will also re-sync the Payment Methods, Customers and Projects Lists. Find out more about the different Dext Prepare products here.