Bank Account Connection Note

Bank Account Connection Note

LedgerSync has a Notes feature on bank account connections. Your entire team can leave and read notes directly on a bank connection, creating a shared, visible message board for that account. Notes work on MasterCard, MX and Statements & Checks connections.

Notes are not a support channel or live chat, and adding a note does not alert our support team. They are a place to document important context about a specific bank connection so your whole team stays informed.

Why This Feature Is Useful

When working across a team of bookkeepers and accountants, important details about a bank connection can get lost in emails, Slack messages, or verbal conversations. The Notes feature keeps that information right where it matters: on the connection itself.

Your team can document connection issues, known bank limitations, client-specific instructions, and anything else that would help a colleague who opens that account later. LedgerSync also posts notes there when we identify known issues or limitations with a specific bank or account type. Notes from our team show LS Support as the author.

Examples of How Notes Are Used

Example 1: LedgerSync posts a note about a known issue

A client's Wells Fargo account had no statement of its own. After a call with the client, our team posted a note on that connection explaining that the account is included in the combined statement of another account, which is why it has no separate statement. Rather than leaving your team wondering why the statement is missing, the explanation sits on the connection.

Example 2: LedgerSync posts a note about bank limitations

LedgerSync does not get Chase statements for every account type. We get no Chase statements for loans, lines of credit, mortgages or CDs, although those accounts still appear on the connection with their balances. Chase business checking and savings accounts usually do get statements. We post notes like this so your team knows a missing statement on one of these accounts is not a connection error.

Example 3: Your team posts notes for each other

Your bookkeepers can leave notes for colleagues on a bank connection. For example:

  • "Token code is needed but client is out of the office until April 15, 2026."
  • "Do not update credentials. Client is closing this credit card account."
  • "Re-authentication needed. Client confirmed new password set on 3/20."

There is no limit to how many notes can be added. Over time, this builds a shared knowledge base of account-specific context that every team member can access.

How to Add a Note

  1. Select the client in the left-hand panel, then go to Bank Connections > Summary. The client's name shows under Selected Client.
  2. In the Bank Connections list on the left, click the bank connection.
  3. Click the yellow note icon next to the connection name. It shows Connection Notes when you point to it, and a red number on it shows how many notes the connection already has.
  4. In the Notes panel, click the + button, type your note, and click the check mark to save.

To see notes across all of your clients in one place, open Tools > Notes.

Who Can See Notes?

Notes are visible to all team members who have access to that client in LedgerSync. Administrators and employees alike can both read and add notes.

If your client logs in to LedgerSync, they can also see and add notes on their own bank connections. Keep that in mind when you write a note.

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