LedgerSync Desktop App

LedgerSync Desktop App: Download & Install Guide (Premium Bank Connections)

Alert
Note: The steps in this guide were created using a Windows computer. If you are installing the LedgerSync Desktop App on a MacBook (macOS), the process and screen prompts may vary.

Purpose of the LedgerSync Desktop App

The LedgerSync Desktop App allows customers to connect to Premium Bank Connections more reliably by routing the connection through a trusted, static IP. This helps your bank recognize LedgerSync as a secure, consistent access point, which often means you won’t be prompted for an MFA/security code every time you connect.

If you have any questions or concerns about installing this application, please reach out to LedgerSync Support for assistance. You may also consult your internal IT department if your company has specific installation requirements.

InfoReminder: The username and password you use for the LedgerSync Desktop App must be the same as your LedgerSync account login. If they don’t match, the Desktop App won’t connect properly.

How to Download the LedgerSync Desktop App

  1. Log into your LedgerSync account.

  2. Navigate to the drop-down arrow next to your account name in the top right corner.


  3. Click LS Desktop App.

    • The download will begin automatically.

How to Install the LedgerSync Desktop App

  1. Once the download is complete, open your Downloads folder.
    You should see a setup file named:
    ledgersync-setup-latest

  2. Double-click the ledgersync-setup-latest setup icon to begin the installation.


  3. A pop-up will ask who should be able to use the Desktop App on this computer:

    • Anyone who uses this computer (all users), or

    • Only for me

    This choice depends on your company’s policy. If you’re unsure which option to choose, please check with your manager or IT department.


  4. After selecting the appropriate option, click Next.

  5. Windows may display a security prompt asking if you want to allow this app to make changes to your device.

    • Click Yes to continue the installation.

  6. Next, choose where you want the LedgerSync Desktop App installed.

    • The default location is recommended for most users.


  7. Click Install to begin installing the app.


  8. When installation is complete, click Finish to launch the LedgerSync Desktop App.


First-Time Launch: Accept Terms & Consent

  1. The first time the Desktop App opens, you’ll be asked to review and accept the Terms & Consent form.

  2. Check the box confirming:
    “I have read and agree to the Terms & Conditions”
    Then click Continue.


  1. You’ll see a welcome message confirming the LedgerSync Desktop App is ready to use.

Using the Desktop App (Connecting & Disconnecting)

  1. You can now connect or disconnect from the LedgerSync Desktop App at any time.

  2. Important: You must be connected to the Desktop App when pulling:

  • bank statements, or

  • check images
    from Premium Bank Connections.

If you are disconnected (or disconnect mid-retrieval), it may cause an error.



Applying The Ledgersync Desktop App

When connecting a bank via Premium  you will be prompted to select the Ledgersync Desktop App. Select this option to run the bank in conjunction with your selected bank.




Warning

Need Help?

If you run into issues downloading, installing, or using the Desktop App, contact LedgerSync Support and share:

  • The email on your LedgerSync account

  • Which step you got stuck on

We’re happy to help.



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