Refreshing Trial Balance Data

If the underlying Xero or QuickBooks data changes and you wish to refresh your Trial Balance, Tallyfor remembers your Tax Groupings, Tax Renames, Tax Only Accounts, Tax Mappings, and Journal Entries.

Simply click "Connect Xero" or "Connect QBO" again.

Tallyfor will also remember the work you have done if you change the Date or Accounting Method.

If you wish to maintain your work, DO NOT USE the "Disconnect and Delete all accounts button"

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