This help note will show you how to update a QuickBooks Online organisation in your workspace.
For instructions on how to add a QuickBooks Online organisation please see this help note.
Sign in to Calxa, then go to the workspace where the QuickBooks Online organisation you want to update sits.
- Click on My Workspace at the top of the screen.
- Select the organisation you want to update from the Selected organisation drop-down.
The screen will refresh to show the organisation you selected. Click on Sync Now to update your organisation.
You will see the message Syncing with QuickBooks Online with the Calxa bubbles to show you your organisation is being updated.
When the organisation update has been completed you'll see the Last synced date below the organisation name reflects the latest updated date and time.
Note you can also update your organisation via the Organisations menu in the Admin screen. This menu shows a full list of all the organisations across your workspaces with options to sync, reconnect to the accounting system, rename and delete all in the one screen. See the Organisations Menu help note for more details.
- You can also update your organisation with an automated workflow. The workflow can update the organisation on a schedule or be run manually. Refer to the Create a Workflow to Automate your Reports help note for details.