All Collections
The Basics
Bank Account: Manual Refresh
Bank Account: Manual Refresh
How do I manually refresh my bank account in 17hats?
Travis avatar
Written by Travis
Updated over a week ago

There may come a time when you need to manually refresh your bank account, after you have connected your account to 17hats.  To do this, simply navigate to the "Bookkeeping" tab.  Next, select the bank you wish to manually refresh from the drop down list and press the "Search" button.   Only after doing this will the "Refresh Account" button become available:

Step (1) - Select your bank from the drop down menu:

Step (2) - Press the "Search" button

Step (3) - Press "REFRESH ACCOUNT"

*Please note that you may be required to enter your credentials again after pressing "REFRESH ACCOUNT" button.

* This feature may not be available on all plan types.

KeyWordSearch: Bookkeeping, Refresh Account, Update, Bank

Did this answer your question?