Transactions
Understanding Bank Connection Security and Token Requirements
Overview When connecting bank accounts to LedgerSync, you may occasionally encounter security requirements such as token codes or multi-factor authentication (MFA). This article explains why these security measures exist and how LedgerSync works to ...
How to Convert Bank PDF Statements to Excel, QBO, or CSV
Overview The LedgerSync PDF Converter extracts transactions from bank statement PDFs and converts them into Excel, CSV, QBO, or OFX format — without any manual data entry. This is especially useful when a client can only provide PDF statements and ...
How do I Access Chase Bank Statements?
To Fetch Chase Bank Statements do the following: 1- Click on the client on the left side menu bar 2- Click on "Add Bank Connection 3- Click on "Statements" (using Finicity) 4- Select it and follow the steps to add Chase! You must see Chase Statements ...