Downloading Statements in Bulk

Ledgersync will auto download each statement to a folder that you designate provided you connect to a Cloud Storage service.

For example if you use Sharepoint, Ledgersync will download the bank statements to a Sharepoint Folder as soon as the statements arrives.

Lets say you want to download ALL the history of bank statements to a new folder or for whatever reason the bank statements are missing in the folder. 

You can download all the statements in "Bulk"?

Instructions

Go the the statements tab for that client

Select/filter on the bank account 

Select the top left Check Box to select all statements

Select the "Sync With"  Drop Down and select your Cloud Storage Device

• Related Articles

• Chase Statements — Secondary Account Transactions Appearing on Primary Statement

  Overview: If you notice that your Chase bank statement inside LedgerSync contains multiple sections — one for your primary account and additional sections for any secondary accounts under the same login — this is expected behavior, not an error. This ...

• US Bank Statements Not Downloading To Ledgersync. Why?

  At times you'll come across examples where the bank statement for US Bank is not downloading even though they are on the bank web site. How come? The reason is that the account owner needs to permission the statement download. See image below. Once ...

• How to Convert Bank PDF Statements to Excel or QBO

  One of the great features of Ledgersync is the ability to convert Bank PDF Statements to Excel, CSV or .QBO file format. This is really helpful when: 1- Client ONLY gives you access to PDF Bank Statements and you need the transactions 2- Clean up ...

• How to Manually Sync / Export Statements to Cloud Storage

  Purpose: LedgerSync allows you to manually sync and export bank statements directly to your connected cloud storage at any time. This is useful when you need to push specific statements on demand, perform a bulk historical export, or migrate data ...

• Rules Engine - Bulk AI Categorization

  LedgerSync Rules Engine - Bulk AI Categorization What is the Bulk AI Function? The Bulk AI function in the Global Rules module allows you to automatically categorize all uncategorized transactions in one click. LedgerSync's AI logic has been refined ...