Overview

When a client owns two businesses that share one bank login, connect the bank once, copy that connection to the second client, and hide the accounts each client should not see.

Connecting the same login twice can break the bank connection, so LedgerSync handles this with the Copy Connection and Hide/Unhide features.

Recommended Setup

1. Connect the bank once under the first client.
2. Use Copy Connection to copy that bank connection to the second client. Nobody needs to log in to the bank again.
3. In each client, use Hide on the accounts that belong to the other business.

Result: both clients are fed by a single bank connection, and each client works only with its own accounts. Hidden accounts are left out of that client's transactions, its transaction exports and the Rules Engine account mapping. You can unhide an account at any time without reconnecting.

Full step-by-step: Copying a Bank Connection Between Clients & Hiding Accounts

Why Not Just Connect the Login Twice?

At many banks, connecting the same login a second time disconnects the connection that was already there. With Copy Connection, the bank still sees only one connection, and LedgerSync shares its data with the second client on your side.

Need Help?

Contact LedgerSync Support at support@ledgersync.com