Ledgersync Cloud Storage

How to connect to a Ledgersync Cloud Storage option.

To connect cloud storage, go to Tools > Cloud Storage, open the tab for your platform, click Authorize and sign in, then choose the folder where files should go. From then on, LedgerSync sends each new statement to that folder automatically, usually within seconds of pulling it from the bank. You do not have to wait for the night. Xero is the exception: it receives new statements in the nightly run.

Supported platforms

  • Dropbox
  • Google Drive
  • SharePoint
  • box.com
  • OneDrive
  • Xero
  • SmartVault (the tab is called Smart Vault)

How to connect

  1. At the top of the page, click Tools, then Cloud Storage.
  2. Click the tab for your platform. For Xero, first choose the client under Select a Client to Proceed, because Xero is connected separately for each client.
  3. Click the Authorize button for your platform, for example Authorize Google Drive. A new browser tab opens. Sign in to your account there and allow access. If your first tab still shows the Authorize button afterwards, refresh the page.
  4. Under Which data do you want to upload, keep Statements ticked. Tick Transactions and Checks too if you want those files.
  5. Under Where do you want to upload it?, choose the destination folder as described below.

Ticks and folder choices save right away. For Xero, click Update after typing a folder path.

Choosing the folder

  • Dropbox, box.com, OneDrive and Smart Vault: double-click a folder, or click it once and click Open, to go inside it. Keep going until you can see the folder you want. Click that folder once to highlight it, then click Select. If the folder you opened has no subfolders, click save it as your target folder instead. In Smart Vault, open the account and the vault first, because they cannot be selected themselves.
  • Google Drive: click Select Folder and choose the folder in the Google window.
  • SharePoint: choose your site under Select Your Sharepoint Site and your drive under Select Your Sharepoint Drive, then choose the folder the same way as for Dropbox.
  • Xero: you can leave the folder path empty. LedgerSync then creates one folder in Xero Files for each client, bank and account, named Ledgersync, then the client, bank and account names without spaces, then Statements, all joined by hyphens.

To pick a different folder later, click Change next to the folder name, or Edit Folder on Google Drive.

Always choose a folder. box.com, Google Drive, SharePoint and SmartVault do not receive any statements until a folder is chosen, either here or for the client under Cloud Mapping. Dropbox and OneDrive still receive statements without a folder.

Where the files go

Statements are saved directly in the folder you choose. LedgerSync does not create client, bank or account subfolders for them (Xero works as described above). Each file name includes the client name, statement date, bank and account number, for example Acme LLC 2026-08-31 Chase 1234 Statement.pdf.

To send one client's files to a different folder, go to Client Actions > Client List, click Manage on the client's row and choose Cloud Mapping.

When files are sent

  • Statements: sent right after LedgerSync pulls them, usually within seconds, to every platform except Xero.
  • Nightly run: every night at 3:00 AM Eastern Standard Time (4:00 AM Eastern during daylight saving time), LedgerSync sends any statement that has not reached your cloud storage yet, including statements that were already in LedgerSync before you connected. Xero receives its statements in this run.
  • Transactions and Checks: if ticked, they are sent in the nightly run. Transactions come from MasterCard and MX connections, and checks come from Statements & Checks connections.
  • Right away, by hand: go to Bank Connections > Statements, select the statements, click Sync With and choose your platform. This also sends statements again if they were sent before.

If you untick Statements, the nightly run and Sync With stop sending statements, but a newly pulled statement is still sent right away.

Troubleshooting: Google Drive files going to the wrong account

LedgerSync uploads to Google Drive with the Google account that was used to authorize the connection. To see which account that is, open the Google Drive tab under Tools > Cloud Storage. Below the selected folder, it shows in Google Drive account followed by the account's email address.

To switch to the correct account:

  1. In your browser, sign in to the correct Google account. If you are signed in to several Google accounts, sign out of the others or use a private browser window.
  2. Go to Tools > Cloud Storage and open the Google Drive tab.
  3. Next to "I want to", click remove authorization and confirm.
  4. Click Authorize Google Drive and sign in with the correct Google account.
  5. Click Edit Folder and choose the folder in the correct account. LedgerSync keeps the folder you chose before, and that folder is in the old account, so choose the folder again.
  6. If any client has its own Google Drive folder under Cloud Mapping, choose that client's folder again too.

New statements then go to the correct account. Files already delivered to the wrong account are not moved, and LedgerSync does not send them again on its own. To send them to the correct account, use Sync With on the Bank Connections > Statements page as described above.

Need Help?

Contact LedgerSync Support at support@ledgersync.com