Accounting CS App
Common Questions About LedgerSync for Accounting CS
Frequently Asked Questions Quick answers to common questions about LedgerSync for Accounting CS. Vendor Matching Q: Why isn't my vendor matching? A: No vendor rule exists. Create a rule in Settings or correct the transaction during review. Q: What's ...
Creating and Managing GL Code Rules
Overview GL Code rules in LedgerSync for Accounting CS help automatically assign correct GL codes to transactions. This article explains how to create and manage GL code rules. Understanding GL Codes GL codes are numeric identifiers that categorize ...
Creating and Managing Vendor Rules
Overview Vendor rules are the foundation of automatic transaction categorization in LedgerSync for Accounting CS. By creating vendor rules, you teach the system to recognize transaction patterns and automatically assign the correct vendor name and GL ...
How to Import LedgerSync CSV Files into Accounting CS
Overview After exporting transactions from the LedgerSync for Accounting CS application, you'll have an 11-column CSV file formatted specifically for the Accounting CS Spreadsheet Import Wizard. This article explains how to import that CSV file into ...
Understanding the Review & Export Workflow
Overview The LedgerSync for Accounting CS application uses a 4-step workflow to process bank transactions: Select, Load & Match, Review, and Export. This article explains each step in detail and how to use the workflow effectively. The 4-Step ...
How to Import Clients and Vendors from Accounting CS FIRMADMIN
Overview If you're already using Thomson Reuters Accounting CS, you likely have clients and vendors set up in FIRMADMIN. Rather than manually entering this information into the LedgerSync for Accounting CS application, you can import your existing ...
How to Connect LedgerSync Data to Accounting CS App
Overview Before you can access your LedgerSync bank transaction data in the Accounting CS application, you need to connect your LedgerSync account to the Accounting CS app. This secure connection allows the application to retrieve client data, bank ...
Creating and Managing Vendor Rules
Overview Vendor rules automate the assignment of vendor codes to bank transactions based on pattern matching. This article explains how to create, edit, and manage vendor rules for maximum matching efficiency. What Are Vendor Rules? Vendor rules tell ...
How to Import LedgerSync CSV Files into Accounting CS
Overview After exporting transactions from the LedgerSync for Accounting CS App, you need to import the CSV file into Accounting CS. This article explains how to use the Spreadsheet Import Wizard to complete the import process. Prerequisites CSV file ...
Understanding the Review & Export Workflow
Overview The Review & Export workflow is the core process in LedgerSync for Accounting CS. This article explains each step from selecting a client to exporting transactions for Accounting CS. The 4-Step Workflow Select - Choose client, bank account, ...
How to Import Clients and Vendors from Accounting CS FIRMADMIN
Overview If you're already using Accounting CS FIRMADMIN, you can import your existing client list and vendor mappings to save time setting up the LedgerSync for Accounting CS App. This article explains how to export data from FIRMADMIN and import it ...
How to Connect LedgerSync Data to Accounting CS App
Overview The Accounting CS App requires a connection to your LedgerSync account to retrieve bank transaction data. This article walks you through the connection process, verification steps, and troubleshooting common issues. Prerequisites Before ...
How to Get Started with LedgerSync for Accounting CS
Prerequisites Active LedgerSync subscription with bank data Accounting CS installed Login credentials from admin Web browser (Chrome, Edge, Firefox, Safari) Step 1: Log In Navigate to acs.ledgersync.com/acs and enter your email and password. Step 2: ...
Benefits of Using LedgerSync for Accounting CS
Time Savings: 50-80% Reduction Traditional Process: 30-60 minutes per client per month for manual categorization, downloading transactions, matching vendors, looking up codes, and entering data. With LedgerSync: 5-15 minutes per client per month. ...
What is LedgerSync for Accounting CS?
Overview LedgerSync for Accounting CS is a specialized web application designed specifically for accounting firms using Thomson Reuters Accounting CS. It automates the process of categorizing and exporting bank transactions from LedgerSync directly ...
LedgerSync for Accounting CS — Overview and Getting Started
What Is LedgerSync for Accounting CS? LedgerSync for Accounting CS is a web application that connects your clients' bank feeds to Thomson Reuters Accounting CS. It automates the process of matching bank transactions to vendors and GL codes, ...
LedgerSync for Accounting CS — Getting Started Guide
What Is LedgerSync for Accounting CS? LedgerSync for Accounting CS is a web application that sits between your clients' bank feeds and Thomson Reuters Accounting CS. It automates the most time-consuming part of your bookkeeping workflow — matching ...
LedgerSync for Accounting CS: End User Guide
LedgerSync for Accounting CS: End User Guide What Does LedgerSync Do? LedgerSync automatically retrieves bank transactions from your clients' financial institutions and imports them directly into your Accounting CS software. Instead of manually ...