LedgerSync puts files directly into the cloud storage folder you choose. You set one folder that all your clients share, and you can give any client its own folder instead. LedgerSync does not create subfolders for each client, bank or account. Each file name includes the client name, statement date, bank and account number, for example: Acme LLC 2026-08-31 Chase 1234 Statement.pdf.

This applies to Dropbox, Box.com, Google Drive, OneDrive, SharePoint and SmartVault. Xero works differently. See the Xero section at the end of this article.

Set one folder for all clients

1. Go to Tools > Cloud Storage and open the tab for your platform. If it is not connected yet, connect it first.
2. Under "Which data do you want to upload", make sure Statements is ticked. Tick Transactions and Checks too if you want those files as well.
3. Under "Where do you want to upload it?", double-click folders (or click one and then Open) to go inside them until you can see the folder you want. Click that folder once to highlight it, then click Select. On Google Drive, click Select Folder and choose the folder in the Google window. On SharePoint, choose your site and drive first, then the folder.

Every client's files now go into this one folder, unless the client has its own folder (see below).

Always choose a folder. Box.com, Google Drive, SharePoint and SmartVault do not receive a client's files if neither a shared folder nor a client folder is set. Dropbox and OneDrive still receive them, at the top level of the connected storage.

Give a client its own folder

If you already keep a folder for each client, you can send that client's files there:

1. Go to Client Actions > Client List.
2. On the client's row, click Manage, then Cloud Mapping.
   
3. Under "What Storage do you want to configure?", pick the platform and click Next.
4. Double-click folders (or click one and then Open) until you can see the client's folder, click it once to highlight it, click Select, then click Save. On Google Drive, use Select Folder to pick it. On SharePoint, choose the site and drive first.
   

From then on, that client's files go to its own folder instead of the shared one.

Send a client back to the shared folder

1. Open Manage > Cloud Mapping for the client, pick the platform and click Next.
2. Click reset selected folder.

The client's new files go to your shared folder again. Files already in the client's folder stay where they are. Nothing is moved or deleted.

When files are sent

Once a folder is set, you do not need to do anything. LedgerSync sends each new statement to the folder as soon as it arrives in LedgerSync, and an overnight upload run acts as a catch-up.

To send older statements or resend one on demand, go to Bank Connections > Statements, select the statements, click Sync With and choose the platform.

Check where a statement went

On Bank Connections > Statements, the Exported to column shows which platform each statement was sent to and when. For more detail, click the Delivery History icon on the statement's row. It lists each delivery with its file name, how it was sent (Automatic, Manual export or Nightly job) and when it was uploaded.

Xero

Xero is connected separately for each client. Go to Tools > Cloud Storage, open the Xero tab, choose the client first, then connect and set it up. Statements for Xero are sent by the overnight upload run. In Xero Files, LedgerSync saves each bank account's statements in its own folder, named Ledgersync, then the client, bank and account names (spaces removed), then Statements, all joined by hyphens. It creates that folder the first time it is needed.

Dropbox note: Dropbox only lets LedgerSync save files inside the Apps/Ledgersync folder of your Dropbox.