Briefcase syncs with Xero and QuickBooks automatically every night. To sync straight away, go to the Dashboard and click Sync in the Actions column next to the client.
A sync refreshes the client's chart of accounts, tracking categories (Xero) or classes (QuickBooks), tax rates, currencies and organisation details, exactly as when the client was first connected. It also re-downloads the client's contacts in the background.
New account codes appear the next time you open or refresh an invoice.
If a sync fails, click Sync again.