Deleting a client permanently removes the client from LedgerSync, along with their bank connections, statements and transactions. You can't undo it, so download anything you want to keep before you start.

Before you delete: save what you need

LedgerSync doesn't check whether you've saved the client's data, and the confirmation message doesn't warn you about anything unsaved. Pick the client in the left-hand panel, then save copies as shown below.

Statements

1. Go to Bank Connections > Statements.
2. Choose the bank account at the top of the page.
3. Click the Download icon on each statement you want to keep. It saves as a PDF.

The Exported to column shows where each statement has already been sent, such as your cloud storage, Xero or email, and when.

Transactions

1. Go to Bank Connections > Transactions and choose the bank account.
2. Select the transactions you want to keep.
3. Click Download and choose .csv.

Transaction downloads work for accounts connected through MasterCard and MX. Transaction downloads don't work for accounts connected through Statements & Checks.

Repeat these steps for each of the client's bank accounts.

Steps to delete a client

1. Click Client Actions in the top menu, then click Client List.
2. Find the client. Type their name in the Search client box, or scroll through the list.
3. Click the red X at the right end of the client's row, next to Synchronize.
4. A Confirm Action window asks: "Do you want to delete [client name]? This will remove ALL client data." Click Yes to delete the client, or No to cancel.

What happens when you delete a client

• All of the client's MasterCard, MX and Statements & Checks connections are removed, together with the accounts, statements and transactions LedgerSync pulled for them. LedgerSync stops pulling new data for the client.
• LedgerSync also asks MasterCard and MX to remove the client's connections on their side.
• The client's folder in Tools > Doc. storage is deleted, along with the files in it.
• Files LedgerSync has already sent to your cloud storage or accounting software are not deleted. They stay where they are.
• The deletion usually finishes within a few minutes.

Only want to remove one bank connection?

If you want to keep the client and remove just one bank connection, you don't need to delete the client. See the article "How to Delete a Bank Feed Connection in LedgerSync".

Need help?

If you have problems, or want someone to check with you before you delete a client, contact LedgerSync Support at support@ledgersync.com.