How Accounting Firms Can Edit Client Data in LedgerSync

Purpose: This guide shows Accounting Firm and Customer accounts how to edit a client’s information in LedgerSync, such as their name, email, phone number, and the employee or firm the client is assigned to.

Important: Only Accounting Firm / Customer accounts can edit a client’s information.

Getting Started

1. Log in to your LedgerSync account.
2. Go to Client Actions → Client List.
3. Search for the client name you want to update.
4. On the far right of that client’s row, click Edit.
   [ Insert image here — Edit button on the client’s row ]
5. A pop-up will appear with the client’s editable fields. Update the details you need — such as the client’s name, email, phone number, and the employee or firm the client is assigned to.
   [ Insert image here — Edit Client pop-up ]
6. When your changes look correct, click Save to update the client’s information.

Need Help?

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

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