Can Ledgersync Extract Specific Checks/Deposits?

A common question asked from Ledgersync.

Can I as an accountant select specific checks and deposits to extract from the bank website? 

The answer is No.

  The software that is pulling data from the bank web site doesn't have the ability to determine what is a check and deposit "before" touching a transaction and extracting the image. The logic to figure what is a check and deposit is only "AFTER" the software pulls the raw data into a database and then analysis can be done to determine what the image (check or deposit). Some banks have filters but many don't and it's too complicated. As such the software will pull in all images, once inside Ledgersync you can delete unwanted images or filter them out. 

As far as billing - the software will bill for all images whether a check or deposit. 

Can I determine the time period? 

This is a coming feature where you can select from a date calendar selector which dates you want  FROM-TO

• Related Articles

• LedgerSync Close — Overview and How It Works

  Overview LedgerSync Close is a month-end reconciliation tool that compares your bank statements directly against the transactions recorded in QuickBooks Online (QBO). It automatically identifies missing transactions, duplicate entries, and category ...

• How to connect and map client specific statements and checks to SmartVault

  SmartVault is the best tool on the market that allows you store the banking data collected via Ledgersync is an organized and secure way. Connecting Ledgersync to the SmartVault app is super easy. Each night Ledgersync checks what has been added and ...

• Auto Reading Check Payee Name From Scanned Checks

  Can LedgerSync read payee names from checks? Yes — LedgerSync uses AI to automatically extract payee names from scanned checks. This feature is fully available and working. Keep in mind that accuracy depends on scan quality and handwriting clarity. ...

• How to auto fetch Check and Deposit Images?

  Ledgersync makes it really simple to fetch check and deposit images. Follow the steps below to enable Ledgersync to access and auto fetch your client check and deposit images 1- Click on the client you want to view check and deposit images 2- click ...

• How To Sign Up To LedgerSync

  Overview Ready to get started with LedgerSync? This guide walks you through the signup process step by step. Steps to Sign Up Step 1: Go to the LedgerSync Website Visit www.ledgersync.com and click Sign Up in GREEN Step 2: Complete the Signup Form ...