How to Connect your Ledgersync Client to QuickBooks Online

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• Working with Client Rules

  Working with Client Rules *The following information is based on the idea that you have already connected a few of your Ledgersync clients to QuickBooks Online and gone through the initial setup of the integration. Below are the instruction on how to ...

• Pre-selecting banks for the client

  We now make it even easier for a client to connect a bank. How? If you know your clients needs to add Bank A,B,C to Ledgersync you can pre-select the bank for them and they will no longer need to search for the bank as you have pre-selected the banks ...

• How To Add My First Ledgersync Client?

  Awesome.. you have signed up to Ledgersync and now it's time to add your first client Follow the following steps to add your first client to Ledgersync 1- Click on the Red Button towards the top left "Add Client" 2) Enter in all the info on the form. ...

• Importing Transactional Files Into Quickbooks Desktop

  When exporting Transactions from Ledgersync to Quickbooks Desktop and you see the following error. How should you fix this? Please see the following explainer video on how to fix this problem. The video explains: - The root problem - Explains why ...

• Signed Up My Client But They Are Not Adding In Their Bank Connections?

  Like all products get clients to work with accountant tools is not easy and is challenging. Here are a few tips 1- Please let the client know about Ledgersync. It's only normal that if a client receives an invitation to a product that they are ...