How to refresh your Chart of Accounts

custom_extract.pngIf you are linked to an accounting software Receipt Bank will update the connection in every 24 hours.

However, you might like to speed up this process, especially after creating new categories or adding new clients to your chart of accounts.

We call this ‘Reload lists’ feature and it is very easy to use:

 2. Navigate to the ‘Account Settings’ menu and open the ‘Maintain Lists’ tab.


3. Head to the top-right corner of the page and hit ‘Reload all lists’

If you are on an extract plan then you can go to 'Account settings' -> Categories and refresh only your ‘Categories’ list by clicking on the green button ‘Reload List’.
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