When figures refresh, and how to refresh now

The nightly refresh

Every company connected to Zoho Books, Xero or QuickBooks Online is refreshed every night, so you do not need to export anything. The setting How often to sync is daily unless your account is set to weekly or to on demand only.

Refresh now

1. Open the Data Health screen.
2. Choose Refresh now. The button reads Refreshing while it runs, and the refresh history lists each run.

Only an administrator can start a refresh. Other roles see a note that an administrator can.

The monthly allowance

By default, each month allows 10 runs of Refresh now and 3 of Full re-sync. Full re-sync reads every account's full history again and rebuilds the opening balances, which helps after a correction, a void or a deletion in an earlier month. The screen shows how many are used. The count starts again on the 1st of each month, and the nightly refresh and a run that fails do not count. If you need more in a month, write to the Finconsol team.

Update statements updates the statements from the figures Finconsol already holds, for example after a journal entry or a mapping change. It reads nothing from the accounting system and uses none of the allowance.

When a read fails

If a company cannot be read on two nights, Finconsol stops reading it for three nights and says so on Data Health. Refresh now tries again straight away. If the accounting system has ended the sign-in, press Reconnect on the Companies screen. Until then the company's figures stay as at the last good read, and the months after it cannot be signed off.

Companies that upload a trial balance

A company on any other system changes only when a new trial balance is uploaded for it. What a trial balance upload needs explains the file.