Account Visibility
I Have Been Locked Out of My Account – How Do I Regain Access?
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 ...
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. ...
How to Delete a Client in LedgerSync
Deleting a client permanently removes the client from LedgerSync, along with their bank connections, statements and transactions. You can't undo it, so download anything you want to keep before you start. Before you delete: save what you need ...
How to Add a Bank Feed Connection in LedgerSync
Overview Adding a bank feed connection in LedgerSync allows you to aggregate bank statements, transactions, and check images for a client. LedgerSync offers five connection types. This article explains when to use each one and how to add the ...
How to Delete a Bank Feed Connection in LedgerSync
Overview Deleting a bank feed connection in LedgerSync removes all associated accounts and transaction data linked to that connection. This process is irreversible, so ensure that you no longer need the data before proceeding. Steps to Delete a Bank ...
Why is Capital One not sending a 2 Factor token code to my number?
You maybe wondering, when I am on Ledgersync and I am sending a token code to the number on screen why is is that some times I am not receiving a 6 digit code to enter on the screen? This can happen and there are a few reasons 1- There is a bug in ...