Common Questions About LedgerSync for Accounting CS

Common Questions About LedgerSync for Accounting CS

Frequently Asked Questions

Quick answers to common questions about LedgerSync for Accounting CS.

Vendor Matching

Q: Why isn't my vendor matching?

A: No vendor rule exists. Create a rule in Settings or correct the transaction during review.

Q: What's the difference between client-scoped and firm-wide rules?

A: Client-scoped rules apply to one client. Firm-wide rules apply to all clients. Client rules take priority.

Match Types

Q: What's the difference between Rule, AI, and Semantic matching?

A: Rule (green) uses your created rules. AI (yellow) uses GPT-4.1. Semantic handles abbreviations and variations.

Q: Does AI matching cost extra?

A: No, AI matching is included with your subscription.

GL Codes

Q: Where do GL codes come from?

A: Vendor rules, GL code pattern rules, or AI suggestions.

Q: Can I customize GL codes?

A: Yes, create GL code rules in Settings or assign codes to vendor rules.

Exports

Q: What format is the export file?

A: 11-column CSV formatted for Accounting CS Spreadsheet Import Wizard.

Q: How long are exports saved?

A: 90 days. Re-download from Export History in Settings.

Technical

Q: Why isn't my LedgerSync connection working?

A: Check Settings to verify credentials are correct and connection shows as Verified.

Q: How often does data sync from LedgerSync?

A: Data is pulled in real-time when you click Load Transactions.

Users

Q: How many users can I add?

A: No limit on number of users.

Q: What's the difference between admin and user roles?

A: Admins can manage settings and rules. Regular users can process transactions only.

Pricing

Q: Is this included with my LedgerSync subscription?

A: It's an add-on feature. Contact support@ledgersync.com for pricing.

Q: Are there per-transaction fees?

A: No, unlimited transactions once enabled.

Need Help?

Contact: support@ledgersync.com

Related Articles:

  • Article 76: What is LedgerSync for Accounting CS?
  • Article 81: Understanding the Review and Export Workflow
  • Article 83: Creating and Managing Vendor Rules
  • Article 84: Creating and Managing GL Code Rules

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