Overview

If one bank login covers accounts for more than one business, and you keep those businesses as separate LedgerSync clients, you can connect the login once and share it. Two features do this: Copy Connection and hiding accounts.

The Problem

Your client's bank login may cover Business A's checking account and Business B's checking account. If Business A and Business B are separate LedgerSync clients, a connection added under one client does not serve the other.

Step 1: Copy the Connection

Copy Connection copies an existing bank connection from one client to another. The bank login does not have to be entered or authorized again.

1. Connect the bank once under the first client (for example, Business A). All accounts under that login come in.
2. With Business A selected, open the bank connection from Bank Connections.
3. Click the copy icon next to the connection name. Its tooltip reads Copy Bank Connection.
4. In the Select Client window, pick the destination client (for example, Business B), click Copy Connection and confirm.
5. LedgerSync copies the connection with its accounts and switches you to Business B.

A connection can be copied to each client only once, and a copy cannot itself be copied. Accounts that are already hidden on the original connection stay hidden on the copy. After the copy is made, hiding or unhiding an account under one client does not change the other.

Step 2: Hide the Accounts That Don't Belong

After copying, each client has every account from the shared login, including the other business's accounts. Hide them:

1. In Business A, find the accounts that belong to Business B.
2. Click the hide icon on each of those accounts and confirm. Its tooltip reads Hide Account.
3. Repeat in Business B for the accounts that belong to Business A.

A hidden account is not deleted. It moves to a Hidden Accounts section on the connection and is left out of the transaction lists, the dashboard account list, the Rules Engine account mapping, and the account and transaction lists the LedgerSync API returns.

Hiding does not always stop LedgerSync from downloading that account's statements or delivering them to your cloud storage.

Hide vs. Delete: Hiding can be reversed at any time with Unhide, and no reconnection is needed. Deleting an account removes it from the connection, and Unhide cannot bring it back.

How to Unhide an Account

1. Open the client's bank connection.
2. Expand the Hidden Accounts section.
3. Click the unhide icon on the account and confirm. Its tooltip reads Unhide Account. The account moves back to the main account list.

Other Uses for Hide

• Leaving out a personal account that came in with a business login
• Keeping closed or dormant accounts off the dashboard account list without deleting their history
• Keeping an account out of the account and transaction lists the LedgerSync API returns

Need Help?

Contact LedgerSync Support at support@ledgersync.com

Related Articles:

• Same Bank Login Split Among Two Clients
• Common Bank Connection Questions