How to Refresh Xero Data

How to Refresh Xero Data

Introduction:

You can easily update your Xero data to reflect in Tax Sorted if any changes are made in Xero. This guide provides a straightforward method to efficiently refresh Xero data within Tax Sorted.

Step 1: Head over to the Job Dashboard after a successful login.



Step 2: Click on the Refresh Xero Data icon from the top taskbar. 



Step 3: Click on Yes from the confirmation pop-up.



Step 4: Refresh Xero data process will start and you will receive a confirmation toast message at the bottom of your screen.




By following these steps, you can effectively refresh Xero data within Tax Sorted.



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