If your Dext account is integrated with any Accounting Software, we will check every 48 hours for any updated information and sync these to Dext.
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.
Important for businesses: 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.
Refresh all lists
Update all the lists at once (Categories, suppliers, customers, tax code…) by refreshing integration data. This is useful when you make several changes in your accounting software that need to be displayed in Dext.
To refresh integration data:
- Go to Business Settings, then Connections.
- Click Manage next to the connected accounting software.
- Click the Manage button, than Refresh integration data.
Note: The Reload button will also re-sync the Payment Methods, Customers and Projects Lists.
The update of all your lists will start, and a confirmation message will be displayed when complete:
Refresh only a specific list
You can also refresh a specific list if needed. For example, you want to edit a supplier or customer in your accounting software:
- Go to the Costs section, then Suppliers. For customers go to Sales, then Customers.
- And click Reload at the top of the page to update the list.
Note: This may take few minutes before seeing the updates.