How to Get Started with LedgerSync for Accounting CS

How to Get Started with LedgerSync for Accounting CS

Prerequisites

  • Active LedgerSync subscription with bank data
  • Accounting CS installed
  • Login credentials from admin
  • Web browser (Chrome, Edge, Firefox, Safari)

Step 1: Log In

Navigate to acs.ledgersync.com/acs and enter your email and password.

Step 2: Connect LedgerSync

After first login:

  1. Click Settings icon (gear, top right)
  2. Enter LedgerSync API credentials (email/password)
  3. Click Save Integration
  4. Wait for green checkmark verification

See Article 79 for detailed instructions

Step 3: Import from FIRMADMIN (Optional)

  1. Export client list from FIRMADMIN as CSV
  2. Export vendor list from FIRMADMIN as CSV
  3. Go to Settings > FIRMADMIN Import
  4. Upload CSV files
  5. Review and confirm

See Article 80 for detailed instructions

Step 4: Review Dashboard

Dashboard shows: Total Vendors, Total GL Codes, Recent Activity, Quick Stats

Step 5: Process First Client

5.1 Select Client and Account

  1. Click Review & Export
  2. Select Client from dropdown
  3. Select Bank Account
  4. Choose Date Range

5.2 Load and Match

  1. Click Load Transactions
  2. System retrieves from LedgerSync
  3. Automatic matching begins (Rule/AI/Semantic)
  4. Wait for completion

5.3 Review Transactions

Transactions appear with: Date, Description, Amount, Vendor, GL Code, Status

Color coding:

  • Green = Rule matched (high confidence)
  • Yellow = AI matched (review recommended)
  • Red = Unmatched (manual assignment needed)

5.4 Correct Errors

  1. Click transaction row
  2. Edit Vendor or GL Code
  3. Save change
  4. System creates rule automatically

5.5 Export to CSV

  1. Review all transactions
  2. Click Export to ACS Format
  3. CSV generated (11 columns)
  4. Download link appears
  5. Save file

Step 6: Import to Accounting CS

  1. Open Accounting CS
  2. Navigate to client company file
  3. Go to File > Import/Export > Spreadsheet Import Wizard
  4. Select CSV file
  5. Map columns (auto-maps with standard format)
  6. Complete import

See Article 82 for detailed instructions

Tips for Success

  • Start Small: Process 1 client with 1-month date range first
  • Build Rules Gradually: Let system learn from corrections
  • Review AI Matches: Check yellow transactions initially
  • Use Bulk Actions: Select multiple transactions for same correction
  • Check Export History: Re-download previous exports if needed

Common First-Time Questions

Q: Why don't I see clients?
A: Check LedgerSync connection in Settings. Verify API credentials.

Q: Transactions aren't loading?
A: Verify bank accounts connected in LedgerSync, date range contains transactions, subscription active.

Q: Why are many transactions unmatched?
A: Normal on first run. System has no rules yet. Future runs will have 70-85% match rates.

Related Articles

  • Article 76: What is LedgerSync for Accounting CS?
  • Article 79: Connect LedgerSync Data
  • Article 80: Import from FIRMADMIN
  • Article 81: Review & Export Workflow
  • Article 82: Import to Accounting CS

Need Help? support@ledgersync.com | Updated: March 19, 2026

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