Connecting your books

Refresh and sync options

Connected books refresh about every 60 minutes; use Connections status and Import Sync Options when you need to check or reconnect.

7 of 8 in Connecting your books

Plan: Available on every plan including trial (Starter).
Import page showing last successful sync and Sync Options
Showcase book · Harbour Print & Signage (sample data) · light theme

PayBlah is designed to stay current without daily busywork. While a package connection is healthy, new and updated invoices arrive on their own.

Scheduled sync

  1. Open Connections and confirm the package shows a last synced time and a schedule such as every 60 minutes.
  2. If status is healthy, wait for the next cycle or continue working — invoices list may show a relative “Synced … ago” note.
  3. Open Invoices after a cycle to confirm new rows or paid flags arrived.

When something looks stale

  1. Open Connections. If you see Needs reconnecting or a last error about missing credentials, click Connect / Reconnect for that package.
  2. On Import, review last successful sync, 60 min schedule, and click Sync Options when you need connection-related controls from that screen.
  3. After credentials are live again, wait for the next sync window and re-check counts (imported, updated, unchanged).

After a successful refresh, paid invoices should stop being chased when paid status arrives, and new open invoices appear for enrolment according to your rules.

What this does not do

  • Sync does not send reminders by itself.
  • Reconnecting does not wipe your ladders or templates.
  • If the connection has no credentials, Sync cannot complete until you grant access again.

PayBlah is accounts-receivable automation software. You remain the creditor. Confirm local rules with your own advisor for your territory (US, UK, Ireland, or Australia).