How Do I Refresh My Linked Accounts?

GoDaddy Bookkeeping will automatically import all of the data from any account you have linked - but what about the sale you just made today? If you're looking for recent transactions, you may need to manually refresh your linked accounts to get the most up-to-date information. Here's how to do it:


1. Click on the 'Manage' at the top of the page.
2. From the 'Linked Accounts' page, click the 'Refresh' buttons next to any account you'd like to refresh.

Please note: the time since the account's last update is displayed underneath the account's logo.

 

linkrefresh1.png


Alternatively, if you'd like to refresh all your accounts at once, without checking the "Last Updated" date, you can use the "Refresh All" button, towards the bottom / left side of your "Overview" page.

linkrefresh2.png

 

Please note: if an account is currently updating, the 'Refresh All' button will be replaced with a message stating "We are updating your accounts."

 

Keep in mind that once the green circles start spinning it doesn't necessarily mean that the account is updating at that exact moment. The circles start spinning as soon as the account is placed in the queue to update and then accounts are queued to import based off of the order that they came in. The circles will continue to spin until the account is pulled out of the queue and until the account is finished updating. 

 

Another reason to manually update your accounts is when you see a prompt on the Overview page such as the one below. 

                                                           

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