A client counts toward your client total as soon as it's set up in LedgerSync. LedgerSync doesn't check whether the client has a bank added or is connected to QuickBooks Online (QBO). Billing is per client, per 30-day cycle.

That means a client you added but haven't connected yet still counts. How much you use each client's features is up to you.

How to set up clients

The best setup is one LedgerSync client per business entity, matching how each entity is set up in QBO. If one owner has several businesses, add each business as its own client.

If those businesses share one bank login, you can still keep them as separate clients. See the related article on splitting one bank login across two clients.

Related articles

• Understanding Ledgersync Pricing - Complete Guide: https://ledgersync.zohodesk.com/portal/en/kb/articles/understanding-ledgersync-pricing-complete-guide
• How to set up the same bank login but split among two Ledgersync client accounts?: https://ledgersync.zohodesk.com/portal/en/kb/articles/how-to-set-up-the-same-bank-login-but-split-among-two-ledgersync-client-accounts

Need help?

Email support@ledgersync.com or use the chat in LedgerSync.