Purpose: LedgerSync
accounts may occasionally become locked due to security protections or login
issues. This guide explains why your account may be locked and provides step-by-step
instructions to quickly restore access.Following these steps will help you regain access to:
· Your LedgerSync dashboard
· Client data
· Bank connections
· Statements and transactions
Why
Accounts Become Locked or Inaccessible
Customers
or Clients may be temporarily or permanently locked for the following reasons:
· Multiple
incorrect password attempts
· Forgotten
password
· Forgotten
username
How to
Regain Access
Follow the
steps below based on your situation.
If you forgot your password or entered it
incorrectly multiple times:
1. ‘Click here to recover’ on the login page (under ‘Lost your
password’)
2. Enter your registered username
You can
select to receive the link via SMS if this is preferred.
3. Check your inbox for the password reset
link
4. Create a new secure password
Once you
click the link it will direct you to a page to create a new password
5. Log in again
Once the
new password has been changed.
Where to
Find Your Username
Before requesting support, try the following
quick checks:
Your username is typically:
The email address used during account
setup
The email where LedgerSync notifications
are received
Provided in your original welcome or
onboarding email
Tip: Search
your inbox for “LedgerSync” or “Welcome” to locate your login details.
Follow the steps below to retrieve your account
information.
Use the Password Reset Option
1. Click ‘here to recover’ on the login
page (under ‘Forgot your username?’)

2. Enter your registered email
3. Check your inbox for your username recovery
When to
Contact Support
If you’re still unable to locate your username
or account, please submit a support ticket at support@ledgersync.com
Include the following information to help us
resolve your issue quickly:
Full name
Registered email address
Screenshot of the error message (if
available)
Need Help?If you’re unsure why your account is locked or
need assistance regaining access, contact LedgerSync Support:
Our team will be happy to assist you.
Related Articles
I have full access to the bank and don't want to invite the client
What if you have full access to the client's banking and you do not want to invite them to Ledgersync? See the below article and suggestion. In the event that you have full account owner access to the bank and that the token code will come to you ...
Why LedgerSync Requires Full Account Owner Access to Fetch Bank Statements
What Is Bank Restricted Access? Many financial institutions offer a feature called restricted access (sometimes called "read-only access," "accountant access," or "third-party access"). This is a limited login credential that a bank account owner can ...
Securing Your LedgerSync Account: Two-Factor Authentication (2FA) Setup
Overview LedgerSync supports two-factor authentication (2FA) on your main login using an authenticator app such as Google Authenticator, Microsoft Authenticator, or Authy. With 2FA enabled, signing in requires both your password and a time-based code ...
Bank Account Connection Note
Bank Account Connection Notes Overview LedgerSync now includes a Notes feature on bank account connections. This allows your entire team to leave and read notes directly on any bank account connection — creating a shared, visible message board for ...
Account Verification: How to Get Your LedgerSync Account Approved
Purpose The purpose of Account Verification is to confirm a customer’s identity and the legitimacy of their business, enhance platform security, prevent fraud, and ensure the account is accessed only by the intended user or authorized company. ...