If you want to understand what Ledgersync offers, please watch this 7 min video as our Accountant expert Matt- explainers Ledgersync from an accountant perspective.
Ledgersync allows you to add as many employees as you want to the product How? Go the "Tools" Tab and add either an employee as 1) Employee - Can only see their client data and add their clients 2) Administrator- Can see all clients and can add other ...
Working with Global Rules and Global Categories *The following information is based on the idea that you have already connected a few of your Ledgersync clients to QuickBooks Online and gone through the initial setup of the integration. Below are the ...
If you have multiple clients with broken bank connections and you don't have time to follow up individually you'll love this Ledgersync Feature. You can use the Ledgersync Communication Center to now send customized text messages to your client in ...
Handling Broken Bank Feed Connections: During this video we help demonstrate the two different ways you can notify your client about a broken bank feed. Why do BANK FEEDS usually break? The most common reason a bank feed has been interrupted is due ...
OK... so you are ready to take the first step and test out Ledgersync! Awesome!! 1) Simply go to the Ledgersync.com web site and click on "Sign up" 2) Go through the form and enter in all the info. The system will not allow generic domains such as , ...