How do I export check images to PDF?

How do I export check images to PDF?

You can download check images as one PDF from the Checks page. Go to Bank Connections > Checks, choose an account from a Statements & Checks connection, set your filters and click Export to PDF. The PDF holds every check that matches your filters. Ticking the checkboxes next to the images does not change what is exported.

Where to find it

  1. Select the client.
  2. Go to Bank Connections > Checks.
  3. Choose the bank account at the top of the page.

The Export to PDF button only appears when the account you chose comes from a Statements & Checks connection. This is the connection type that brings in check images, and it is listed under Premium Bank Connections when you add a connection. If you choose an account from another connection, the page shows "Selected Bank Connection does not provide check images. Please select another bank or account." Choose an account from a Statements & Checks connection instead.

The Checks page is for your firm's users. Clients who sign in to LedgerSync themselves cannot open it.

Choosing what goes in the PDF

  • The PDF follows the filters on the page: the account you chose, the date range, the amount range and the check number range.
  • Click Checks to export checks, or Deposits to export deposits. Leave both unselected to export both. The PDF shows the same images as the list does for the same filters.
  • The PDF covers every matching check, not only the page you are looking at. It is sorted newest first, like the list.
  • The checkboxes next to each image and Select all are used for Exclude selected, Include selected and Delete selected. They do not limit the export. To export fewer checks, narrow the filters instead.

Downloading the PDF

Click Export to PDF. If any checks match your filters, the file downloads straight away as CheckReport.pdf. You are not asked to confirm. If nothing matches, you see No checks found and nothing is downloaded. Change your filters and try again.

What is in the PDF

  • Each entry starts with a bold Date: line in month/day/year format, followed by its images.
  • Each image has a line showing Payee: and Description:, followed by the image itself.
  • If an image cannot be loaded, the PDF shows "Image unavailable" in its place.

If the export fails

If an error message appears instead of the download, email LedgerSync Support at support@ledgersync.com.