You choose what LedgerSync pulls from a Premium Bank Connection with the checkboxes on the connection's Summary page. Then click Refresh data, pick the dates and click Submit.

Getting Started

1. Log in to your LedgerSync account.
2. Connect to the LedgerSync Desktop App (LSDA).

   Note: For help downloading and connecting to the LedgerSync Desktop App, see: LedgerSync Desktop App: Download & Install Guide (Premium Bank Connections).

3. In the left-hand menu, click the client you want to pull data for.
4. In the Bank Connections list, click the Premium Bank Connection you want to extract data from. Premium Bank Connections show Statements & Checks under the bank's name.
5. You'll land on the Summary page for that bank connection.
6. Next to Connection supports: you'll see a checkbox for each kind of data the bank supports, such as Statements and Checks. Whichever option is checked determines the data that pulls in. If both are checked, both statements and checks will pull in. When you check or uncheck a box, LedgerSync asks you to confirm the change.

   Note: The more data you select to pull in, the longer the bank data will take to extract.

7. Once you've confirmed the data you want pulled into LedgerSync, click the Refresh data button. A date box opens with the last 2 months selected. Change the dates if you need to, then click Submit.

   Note: While refreshing, you may be prompted for an MFA token code. Whether MFA is still required is determined by the bank.

Troubleshooting

If you receive an error such as "data extraction error" or "unknown layout", follow this guide: How to Report a Bank Connection Bug in LedgerSync.

If the error mentions credentials or an invalid MFA, please confirm your login credentials are correct and that the MFA token code is being entered correctly before trying again.

Need Help?

If you need further assistance, please reach out to LedgerSync Support at support@ledgersync.com.