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
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 ...
Adding Fetch For Bank Statements
Adding your first bank connection is super simple. If you have used any products like Venmo you'll find this process extremely familiar. For Statements , most of the times we use MasterCard's API Client invitation: 1- If you have invited your client ...
How do I Access Chase Bank Statements?
To Fetch Chase Bank Statements do the following: 1- Click on the client on the left side menu bar 2- Click on "Add Bank Connection 3- Click on "Statements" (using Finicity) 4- Select it and follow the steps to add Chase! You must see Chase Statements ...
Convert Bank Statements To OFX Format
How to Convert Bank PDF Statements to OFX Format for Accounting CS Key Content: Ledgersync now offers the ability to convert Bank PDF Statements to OFX file format in addition to Excel, CSV, and QBO formats. This new feature is especially valuable ...