How to refresh your Chart of Accounts

Jump to New Layout

Continue with old layout:

If your Receipt Bank account is integrated with an Accounting Software, we'll check every 24h for any updated information in the Accounting Software and sync these to Receipt Bank.

However, you might like to speed up this process, especially after creating new categories or adding new clients to your chart of accounts. Follow the below instructions to trigger an immediate sync.

1. Navigate to the 'Account Settings' page
2. Click on the 'Maintain Lists' tab (or 'Categories' tab, if you're using Receipt Bank Extract)
3. Click 'Reload all lists' in the top-right of the page.
4. Wait a few moments, your categories will be synced.

Note: for Business Plus, Premium, Streamline and Optimize accounts, the 'Reload all Lists' button will also resync the Payment Methods, Customers and Projects Lists. Find out more about the different Receipt Bank products here.

New Layout:

If your Receipt Bank account is integrated with any Accounting Software, we will check every 24 hours for any updated information and sync these to Receipt Bank.

However, you might like to speed up this process, especially after creating new categories or adding new clients to your chart of accounts. Follow the below instructions to trigger an immediate sync.

1. Scroll down to the Lists section of the left-hand navigation bar  
2. Click on Categories 
3. Click the green Reload list button 
4. Wait a few moments, and your categories will be synced.

Note: for Business Plus, Premium, Streamline and Optimize accounts, the Reload List button will also re-sync the Payment Methods, Customers and Projects Lists. Find out more about the different Receipt Bank products here.