Refresh your connected accounts to import the latest transactions
Refresh connected accounts to request the latest available transactions and balances without waiting for the next scheduled import. Open Menu, select Banking, and then select Cash management.
A refresh is available only when at least one account is linked, the connection supports refreshes, and enough time has passed since the previous request. The wait time is commonly 60 minutes but can vary by connection.
To refresh connected accounts:
- Open Menu, select Banking, and then select Cash management.
- Select Connected accounts.
- Select Refresh accounts.
Affected accounts show Importing status while the refresh is in progress. After a successful refresh, their status returns to Connected and their latest available balances and transactions are updated.
If refresh is unavailable, follow the message shown by QuickStart. You may need to wait, renew the connection, or wait for the next scheduled import.