Before you start
A few things to know:
Puzzle syncs automatically every 24 hours. Your data refreshes overnight, so most changes will appear the next day without any action from you.
You can force a sync at any time if you don't want to wait for the overnight refresh.
There are two places to sync from, depending on what you need to refresh.
How to refresh your dashboard or financial reports
If a recent change to a transaction or your general ledger isn't reflected in the dashboard or financial reports:
Click the Up-to-date as of button at the top of the page.
Puzzle will refresh and pull in the most recent data.
The timestamp next to the button will update to show when the data was last refreshed.
How to force a sync for your bank connections
If data is missing from a connected bank account (or you want to refresh all your bank feeds at once):
Go to the Integrations page.
Click Sync all.
Puzzle will force a sync across all your bank connections.
When to use each option
You want to... | Use this |
Refresh the dashboard or financial reports after editing a transaction or GL entry | Up-to-date as of button |
Pull in missing bank transactions or refresh all bank feeds | Sync all on the Integrations page |
Note: Puzzle automatically syncs overnight (within 24 hours), so manual syncs are only needed when you want to see updates right away.