Articles on: QuickBooks

Refresh your Balance Sheet from Quickbooks

Your connection will refresh every 12 hours on its own, however if you need updated balance sheet figures now, you can run a manual sync between QuickBooks and Easy Month End at any time.

Navigate to Settings --> Connections and then select the option for manage connection under the QuickBooks icon



Select the Options symbol (three dots) to the right of the entity you wish to refresh, and then select Sync



The sync will take a few minutes to complete, and will only sync the entity you have selected

Updated on: 10/06/2024

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