Articles on: Xero

Refresh your balance sheet from Xero

Your Xero connection will refresh every 12 hours automatically, however if you need updated balance sheet figures now, you can run a manual sync between Xero and Easy Month End multiple ways.

From the Reconciliations page

Scroll to the bottom of your entities balance sheet
Select the Refresh now option

The sync will take a few minutes to complete, and it will only sync the entity you are in, it does not sync all the different Xero entities you may have connected

From Settings

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

Select the Sync now option

The sync will take a few minutes to complete, and will sync all entities you have connected

Updated on: 10/06/2024

Was this article helpful?

Thank you!