To refresh your accounting data in OFX, first make any necessary changes such as creating or modifying accounts, tax codes, or classes directly within your QuickBooks Online account.

Once these updates are complete, log into your OFX account and navigate to the Expenses tab. Click on “Tax rates & Categories” and then select “Sync with QuickBooks.” This will pull down the latest accounting data from QuickBooks Online into OFX, allowing you to use the most current information when managing expenses and bills.

Why is this page important?
Refreshing accounting data ensures that your OFX platform reflects the latest structure and classifications from QuickBooks Online, which helps prevent errors during transaction coding and export, maintaining consistency across systems.

Next Steps

1. Update accounts, tax codes, or classes in QuickBooks as needed.

2. Log into your OFX account and go to the "Expenses" tab.

3. Click “Tax rates & Categories.”

4. Select “Sync with QuickBooks” to import the updated data.

5. Confirm the refreshed data appears correctly before proceeding with further transactions.

Related FAQ Articles:

• How do I connect my OFX account to QuickBooks?

• What data is synced when I connect to QuickBooks?