Ledgersync | Transactions | Knowledge Base

Transactions
How to Convert Bank PDF Statements to Excel or QBO
One of the great features of Ledgersync is the ability to convert Bank PDF Statements to Excel, CSV or .QBO file format. This is really helpful when: 1- Client ONLY gives you access to PDF Bank Statements and you need the transactions 2- Clean up ...
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 ...

Transactions