How To Add My First Ledgersync Client?
Overview
This guide walks you through adding your first client to LedgerSync and deciding how much to involve them in the bank connection process.
Step 1: Add the Client
Click the red Add Client button in the top left corner of LedgerSync.
Step 2: Fill in the Client Form
The most common question here is: Should I enter the client's email and phone number? The answer depends on whether you have access to their bank.
If you have the client's bank login credentials:
You don't need to involve the client at all. Instead of entering their email and phone, use an internal address like businessname@yourdomain.com (e.g., joepizza@taxfirm.com). Leave the phone number blank and select Do Not Send Invitation. You will add the bank connection yourself in the next step.
If you do NOT have the client's bank credentials:
Enter the client's correct email address and cell phone number. The cell number is especially important — it's used to send the client a secure SMS link to connect their bank and to fix broken connections in the future. Select SMS, Email, or Both to send the invitation.
Step 3: Add the Bank Connection
Once the client is created, you can either add the bank connection yourself or invite the client to do it. See Adding a Bank Feed Connection in LedgerSync for the full walkthrough.
Related Articles
- Four Methods to Invite a Client to Add Banks
- Client Not Adding Their Bank Connections?
- Adding a Bank Feed Connection in LedgerSync
Need Help?
Contact us at support@ledgersync.com.
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