LedgerSync sends new statements to your cloud storage automatically, so you only need a manual sync when you want statements sent right away or sent again. To do it, select the statements on the client's Statements tab, click Sync With and choose your cloud storage.

Manual sync works for statements from bank connections made through MasterCard, MX and Statements & Checks. LedgerSync can send statements to Dropbox, Google Drive, SharePoint, box.com, OneDrive, Xero and Smart Vault.

Statements are only available when the bank connection supports them. Connections you added by uploading statement PDFs never have statements to sync.

Before You Start

• Connect your cloud storage under Tools > Cloud Storage. The Sync With button only appears when at least one cloud storage is connected.
• On the same page, make sure Statements is ticked under "Which data do you want to upload". If it is not ticked, Sync With sends nothing. On every platform except SharePoint you still see a success message, so check the tick first.
• Choose a destination folder for the platform on the same page. Box.com, Google Drive, SharePoint and Smart Vault do not receive statements automatically until a folder is chosen.

How to Sync Statements Manually

1. Select the client in the client list on the left.
2. Go to Bank Connections > Statements.
3. In the Select Bank or Account box at the top, choose the bank connection or a single account. Choosing the bank name includes every account under that connection.
4. Optional: use Select Date Range to limit the list to a period.
5. Tick the checkbox at the top left of the list to select all statements, or tick individual statements.
6. Click Sync With above the list and choose the cloud storage. The button appears once at least one statement is selected.

The top-left checkbox selects every statement that matches your bank and date selection, including statements on other pages of the list.

For Statements & Checks connections, the list does not show statements from accounts you have hidden, but the top-left checkbox still includes them when you have chosen the bank name. To leave them out, choose a single account or tick statements one by one.

A manual sync sends every statement you select, even ones that were sent before. Repeat the steps for each bank connection and for each client.

Sync With sends statements to cloud storage, not to your computer. To save one statement to your computer, click the Download icon on its row.

Where the Statements Go

For every platform except Xero, a manual sync sends statements to the same folder as the automatic upload: the client's own folder if one is set, otherwise the folder chosen for that platform under Tools > Cloud Storage.

By default, LedgerSync does not create client, bank or account subfolders. Each statement goes straight into that folder, and its file name includes the client name, statement date, bank and account number.

To give a client its own folder, go to Client Actions > Client List, click Manage on the client's row and choose Cloud Mapping.

Xero works differently. LedgerSync saves statements in Xero Files, in one folder for each client, bank and account, named Ledgersync, then the client, bank and account names without spaces, then Statements, joined by hyphens. It creates the folder the first time it is needed.

Automatic Sync and Manual Sync

• Automatic sync: each new statement goes to your connected cloud storage as soon as LedgerSync pulls it from the bank, usually within seconds. You do not need to do anything. Xero is the exception: it receives new statements from the nightly run only.
• Nightly catch-up: every night at 3:00 AM Eastern Standard Time (4:00 AM Eastern during daylight saving time), LedgerSync sends any statement that has not reached your cloud storage yet. This includes older statements that were already in LedgerSync when you connected your cloud storage.
• Manual sync: runs only when you click Sync With, and sends exactly the statements you select.

You do not need a manual sync to send a new client's older statements. If they are already in LedgerSync, the nightly catch-up sends any that have not been delivered. LedgerSync does not automatically resend an unchanged statement it has already delivered, so use a manual sync when:

• You want statements sent now instead of waiting for the nightly catch-up.
• A statement was deleted or moved in your cloud storage and you want it back.
• You changed a client's Cloud Mapping folder and want older statements in the new folder.

Check That a Statement Was Sent

On Bank Connections > Statements, the Exported to column shows which platforms each statement was sent to, and when. For more detail, click the Delivery History icon on the statement's row. It lists each delivery and whether it was Automatic, a Manual export or the Nightly job.

If You Don't See Statements or a Statement Won't Open

• "Images only": this red banner appears at the top of the Statements page when the bank connection you selected does not support statements.
• Connections added by uploading PDFs: if you added the connection with the PDF option (you upload statement PDFs and LedgerSync extracts the transactions), the Statements page shows "Images only" and lists no statements for it. LedgerSync keeps the extracted transactions, not the PDF files, so there is nothing to sync, and the Update Statements button does not appear for these connections.
• "Issue with getting file pdf": this message appears when viewing or downloading a statement fails and LedgerSync has no more specific reason to show.
• "Statement content is not a valid PDF" with "Please refresh this account.": the statement file LedgerSync saved is damaged, so it cannot be viewed or downloaded.

If either message keeps appearing for a statement, contact LedgerSync Support.

Need Help?

Email LedgerSync Support at support@ledgersync.com.