Why your dashboard numbers look out of date

If your dashboard looks behind QuickBooks or your bank, that's expected — and easy to fix.

If your dashboard shows figures that look behind what is in QuickBooks or your bank, that is expected, and easy to fix.

What is happening

Your dashboard shows a saved snapshot of your numbers, not a live feed. CentSight refreshes that snapshot about once an hour, so the figures on screen can be up to an hour old.

When you ask a question in chat, CentSight pulls your latest data to answer it. The dashboard tiles are the part that updates on the hourly refresh.

CentSight Panel dashboard with Cash Balance, Runway, and Monthly Burn tiles and a last-updated timestamp near the top right.
Your CentSight Panel shows when it last updated, near the top right.

Refresh it now

Use Sync Now, near the last-updated time at the top of your panel, to refresh immediately. You can force a refresh once every 15 minutes. After that, your panel reflects the most recent posted data.

Still stuck?

Email us at support@centsight.com and we’ll take a look. Prefer to talk it through? Book a quick call.