When to use this
Use the refresh when:
You've just connected or reconnected a sales channel (for example Shopify, eBay, Etsy, WooCommerce, TikTok Shop, Walmart, Square).
You go to Settlements and don't see any new payouts yet.
Instead of waiting for Support to sync things in the background, you can now do it yourself.
Note: This feature does not apply to Amazon settlements. Amazon settlements are pulled in through a separate process — see Show settlement list with missing Amazon settlements for more details.
How to refresh your settlements
Log in to Link My Books.
Choose the account you require.
Go to Settlements from the left-hand menu.
At the top of the settlements list (near the search/help icons), click the refresh / Sync Now button.
The sync will begin automatically.
New payouts will start appearing in the list — they may initially show as Processing before changing to Ready once complete.
Tip: There's a short cooldown between each refresh, so if nothing appears straight away, wait a few minutes before trying again.
What the statuses mean
On the Settlements page you may see:
Processing – We've found the payout and are still working on it.
Ready – The payout is fully processed and can be sent to Xero or QuickBooks.
Failed – Something went wrong. The system will retry automatically; if it stays failed for a long time, contact Support.
If you have any questions about this article or feedback on how we could make it better, please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].