Ledgersync Cloud Storage

How to connect to a Ledgersync Cloud Storage option.


If you are wondering on how to connect with one of the Ledgersync cloud storage integrations, then this is a perfect brief explanation article.

At the moment Ledgersync Cloud Storage currently supports:

  1. Dropbox
  2. Google Drive
  3. One Drive
  4. SharePoint
  5. Xero
  6. SmartVault

All of these cloud storage locations needs to be connected to Ledgersync. Once this is done, the statements and checks will be published on the cloud storage of your choice. 

How to do this? 

1- At the top of the page click on Tools
2- Select Cloud Storage
3- Select the cloud storage of your choice  (ex. Google Drive)
4- Click on the "Authorize link" and follow the steps to connect.

NOTE: If left alone, the system will create a new folder structure in your cloud storage that looks like this:
Apps/Ledgersync/Client Name/Bank Name/Bank Account/Statements


** At the moment, the data will be pushed at night. It's not set up to run real time (not yet). 



Troubleshooting: Google Drive Files Going to the Wrong Account

If your statements and checks are being uploaded to a different Google account’s Drive than you expected — or a team member is seeing them land in the wrong Drive — the cause is almost always that the Google Drive connection was authorized while signed into a different Google account than intended. Google authorizes the storage connection against whichever Google account was active in the browser at the time you clicked Authorize.

How to fix it:
  1. Make sure you are signed into the correct Google account in your browser first — if you’re signed into multiple Google accounts, sign out of the others or use a clean browser profile to avoid ambiguity
  2. In LedgerSync, go to Tools > Cloud Storage
  3. Disconnect / revoke the existing Google Drive connection
  4. Click Authorize again and, on Google’s account-picker screen, explicitly select the intended Google account
  5. Confirm the correct account is shown, then complete the authorization
Going forward, new statements and checks will be delivered to the Drive of the account you authorized. Files already delivered to the wrong account are not moved automatically — use the manual sync/export to re-push historical files if needed.

Need Help?

Contact LedgerSync Support at support@ledgersync.com

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