LedgerSync uploads the check and deposit images it gets from your Statements & Checks bank connections to your connected cloud storage, such as SmartVault, Google Drive or Dropbox. If there are checks you do not want stored there, for example paycheck images, you can exclude them one check at a time from the Checks page.
How it works
- Exclusion is set per check, not for the whole connection. Every check uploads unless you exclude it.
- Checks from the same bank account can be handled differently, for example paychecks excluded while all other checks keep uploading.
- Check images go to cloud storage in the nightly upload. Excluding a check stops future uploads of it. It does not remove a copy that was already uploaded.
- Check uploads can also be turned off for a whole cloud storage connection with its Checks option. Excluding single checks matters only while that option is on.
How to exclude checks from cloud upload
- Open Bank Connections and choose Checks.
- Pick the client's bank account at the top of the page. Check images are available only for Statements & Checks connections.
- Use the date, amount and check number filters, or the Checks and Deposits options, to find the checks you want to exclude.
- Tick the checkbox next to each check, or tick Select all to select every check on the current page.
- Click Exclude selected.
- When asked "Do you want to exclude the selected check(s) from cloud upload?", click Yes.
The checks are now marked Excluded from Upload and will not be uploaded to cloud storage.
Excluding or including one check
Each check on the Checks page has an Excluded from Upload checkbox at the top of its entry. Tick it to exclude that check, or clear it to include the check again.
How to include excluded checks again
- Select the excluded checks.
- Click Include selected.
- When asked "Do you want to include the selected check(s) in cloud upload?", click Yes.
A check that has not been uploaded yet goes to your cloud storage in the next nightly upload.
Seeing which checks are excluded
Excluded checks show a ticked Excluded from Upload checkbox on the Checks page, so you can see which images are being skipped.
Common use: skipping paycheck images
If a client's account has both regular business checks and many paychecks, you can exclude the paycheck images while all other checks keep uploading to cloud storage, without changing any connection settings or affecting other clients.
Need help? Contact us at support@ledgersync.com.