The Sync Now button allows for immediate synchronization between Truewind and the connected accounting platform, ensuring that changes are reflected in both systems within 15 minutes. Although Truewind performs 15-minute background syncs, the Sync Now button initiates real-time syncing, ensuring instant updates.
FAQs
What does SYNC NOW synchronize?
Updated General Ledger: Syncs updates for expenses, deposits, invoices, bills, and transfers.
New Transactions: Pulls in newly created transactions.
Reporting Schedules: Updates to schedules such as prepaid expenses, accrued expenses, and flux analysis.
Chart of Accounts (COA) Changes: Reflects any additions, deletions, deactivations, or modifications of accounts.
Journal Entries: Syncs new or modified journal entries.
Auto-categorization: After syncing, Truewind triggers the auto-categorization process to classify transactions based on the updated data. For example, if a new bill is synced, the system will automatically match it with its corresponding payment.