Every 48 hours, Dext automatically pulls changes from your connected accounting software, such as new categories, suppliers, and tax codes. To pull changes in sooner, for example after you add categories or update your chart of accounts, trigger a sync manually at any time.
Refresh integration data
To sync all your lists, use Refresh integration data in Business settings:
Go to Business settings, then select Connections.
Select Manage next to your connected accounting software.
Select Refresh integration data from the dropdown.
Important: Only Admin users, including accountants and bookkeepers, can access the Accounting software section in Business settings > Connections.
Dext will sync all data from your accounting software – including categories, suppliers, customers, tax codes, bank accounts, projects or tracking categories, and purchase orders.
Reload from a specific list
You can also trigger the same full sync from within any individual list in Business settings. This is useful if you're already working in a specific area, such as Categories or Tax rates.
Go to Business Settings, then select Lists.
Select the list you want to view - for example, Categories.
Select Reload at the top of the page.
This triggers the same full sync as Refresh integration data. Allow a few minutes for updates to appear, then refresh your browser to see the latest data.
You can also access the Reload button from Suppliers in the Costs workspace and Customers in the Sales workspace.
Important: Only Admin users, including accountants and bookkeepers, can access the Lists page in Business settings, the Suppliers page in Costs, and the Customers page in Sales.