| Description | This article demonstrates how to update the data in your Forwardly account from your accounting system. |
| Objective | At the end of this article, you should have a good idea of how to sync your Forwardly account with the latest data from your accounting software system. |
| Estimated reading time |
2-3 minutes |
Forwardly has a sync mechanism built into it that enables changes made within the accounting system to be almost instantly reconciled to Forwardly. Any time you make modifications to or add anything to your accounting software, you will need to resync. The image below depicts the Syn button using which you an sync your Forwardly account with your accounting software system.
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Reminder: Always remember that syncing happens only from your accounting software to your Forwardly account, and not the other way round. This means that your accounting software is never aware of Forwardly, so your accounting data remains untouched at all times. |
Re-Sync Business Data
- Select the business that hasn't been synced recently.
- Click on the Sync button at the top of the screen.
- Wait for the information to update. This usually happens in under 30 seconds but can take longer for larger businesses.
- When it's completed, click the Refresh button to load the new data.
- Your business data should now be fully updated.