Overview
This article explains how Cash Flow Frog stays in sync with your accounting software — what data pulls through, how often it syncs, and what to do when something isn’t up to date.
Sync is one-way
Cash Flow Frog reads data from your accounting software — it never writes back to it. That means:
Changes made in Cash Flow Frog (projections, expected dates, account mapping) stay inside Cash Flow Frog only.
Changes made in your accounting software (new transactions, reconciliations, edited invoices) flow into Cash Flow Frog on the next sync.
How often does sync happen?
Cash Flow Frog syncs with your accounting software automatically once a day. You can also trigger a manual sync anytime using the sync button in the top bar — handy after making changes in your accounting software that you want reflected right away, without waiting for the daily run.
Pausing automatic sync
If you need to pause automatic sync — say, while doing a large clean-up in your accounting software and you don’t want partial data pulling through — you can turn it off in Settings:
Open Settings (next to the mapping feature).
Find the Sync setting and toggle automatic sync off.
Turn it back on whenever you’re ready to resume.
Keeping your accounting software connection active
Your connection uses an authorization token that can expire from time to time — especially for QuickBooks Online and Xero. When it expires, sync stops and you’ll usually see a sync error or a warning in the top bar.
To fix it:
When prompted that your connection has expired, click Reconnect and log in to your accounting software again.
Once reconnected, run a manual sync to pull through anything that was missed while the connection was inactive.
What data syncs — and what doesn’t
Cash Flow Frog pulls in:
Reconciled bank transactions — the source of truth for your cash balance and historical actuals.
Open invoices and bills — including expected payment dates calculated from your historical payment behavior.
Purchase orders and estimates — displayed in the top bar of your forecast; they update when converted to bills or invoices in your accounting software.
Up to 12 months of transaction history — Cash Flow Frog pulls up to one year of historical data on first connection.
New customers and vendors — these appear in Cash Flow Frog for projections once your account syncs, though they won’t show on the cash flow table until there are actual transactions linked to them.
Cash Flow Frog does not pull in:
Journal entries without a bank account posting — since Cash Flow Frog is cash-based, non-cash adjustments such as depreciation are excluded by design.
General credit notes not linked to a specific bill or invoice — credits must be applied to a specific transaction in your accounting software to appear in your forecast.
Unreconciled transactions — Cash Flow Frog relies on reconciled data to keep your cash balance accurate.
Related articles
Missing Transactions — What to Check
Why Your Balance Doesn’t Match Your Accounting Software
Setting Your Opening Balance
Account Mapping Guide