How To Refresh a Clients Accounting Options
- Firstly, make sure you are Impersonating the client you are dealing with.
- Next, go to ‘Settings’ in the top right-hand corner and click ‘companies name’.
- On the left-hand side, go to ‘Accounting’ which will show you one option.
- Click ‘Configure Accounting’ then go to ‘Refresh’.
This will then give a list of enabled options you are able to refresh and click ‘refresh’, next to the place you need and wait for it to complete.