You can update a client's name, email addresses, phone numbers and client group from the Client List. Find the client, click Edit in their row, make your changes and click Save.

Who can do this: Your accounting firm account can edit its clients. Administrators, firms and employees set up under your account can edit the clients they have access to. Clients cannot edit their own details here.

Getting Started

1. Log in to your LedgerSync account.
2. Go to Client Actions > Client List.
3. Type the client's name in the Search client box.
4. On the far right of that client's row, click Edit.
5. The Edit Client pop-up opens. Update the details you need, such as the client's Name, Email addresses, Cell phone and any additional phone numbers. If you organize clients into groups, you can also pick a group for the client.
6. When your changes look correct, click Save. You will see a message that the client data has been updated.

What the Client List Shows

Each client's row has these columns:

• Name: the client's name, with their username shown in smaller text underneath
• Email
• Phone
• Firm Name: shown only if your account uses firms instead of client groups
• Last Login
• Created
• Bank Connections: the number of connections, or a reminder link if the client has none yet or has a reminder turned on (Remind Client to start reminders, Turn Reminder Off to stop them)
• An actions column on the far right with Invite, Edit, Manage, Integration, Synchronize and a red X to delete the client

Need Help?

If you need further assistance, please reach out to LedgerSync Support at support@ledgersync.com.