Troubleshooting
Copying a Bank Connection Between Clients & Hiding Accounts (One Login, Multiple Businesses)
Overview Many business owners run several companies under a single bank login. Banks only allow that login to be connected once — so how do you split the accounts across separate LedgerSync clients? Two features solve this: Copy Connection and ...
Dashboard — What Does “Review Accounts” Mean?
Overview The LedgerSync dashboard displays your bank connections in several status categories. One category that is easy to confuse is "Review Accounts." This is separate from "LedgerSync Errors" and indicates a different type of situation — one that ...
FDE Statement Extraction — How It Works & Custom Date Range
Overview FDE (Financial Document Extraction) is LedgerSync’s document-based statement extraction pipeline. It is used for banks and financial institutions that require statement retrieval through document extraction rather than a direct API ...
Bank Connection Notes — How to Add Shared Notes to a Bank Connection
Overview The Notes feature lets you attach persistent, shared notes to any bank connection in LedgerSync — whether it is connected via Mastercard, MX, or FDE (document-based extraction). Notes are visible to all users in your firm and are a great way ...
MX Statement Aggregation — Which Banks Support Statement Downloads via MX?
Overview LedgerSync supports bank statement aggregation through two aggregators: Mastercard Open Finance and MX. Not every bank that supports transaction aggregation via MX also supports statement aggregation. This article explains how MX statement ...
How to Upload a Bank Statement PDF as a Transaction Source in LedgerSync
Overview LedgerSync supports uploading bank statement PDFs directly as a live transaction source — alongside your Mastercard and MX bank connections. This is ideal for clients whose banks cannot be connected electronically, or where only a PDF ...
MX Bank Connection — Overview, Setup, and FAQ
Overview MX is LedgerSync's second full bank data aggregator, available alongside the Mastercard API. MX is fully deployed and actively used across the platform — it is not a beta feature. If your bank is not supported by the Mastercard API, or if ...
How to Set a Support Ticket Contact for Bank Connection Issues
Overview When a bank connection breaks, LedgerSync automatically opens a support ticket on behalf of the affected client. By default, that ticket is addressed to whoever originally added the connection. In many firms, this means one person receives ...
Bank Account Connection Note
Bank Account Connection Notes Overview LedgerSync now includes a Notes feature on bank account connections. This allows your entire team to leave and read notes directly on any bank account connection — creating a shared, visible message board for ...
Bank Connection History Log
Overview LedgerSync has added a new icon to the Bank Account Summary page that lets you view the full history of any bank connection — from the moment it was first added all the way through any breaks, reconnections, and MFA requests. Where to Find ...
LedgerSync Desktop App Stuck on Connecting - Browser Mismatch Issue
Problem Overview Users may encounter a situation where the LedgerSync Desktop App displays "Connecting..." indefinitely and never completes the connection to the web application. Root Cause The LedgerSync Desktop App must operate on the same browser ...
Why LedgerSync Requires Full Account Owner Access to Fetch Bank Statements
What Is Bank Restricted Access? Many financial institutions offer a feature called restricted access (sometimes called "read-only access," "accountant access," or "third-party access"). This is a limited login credential that a bank account owner can ...
Bank Blocking LedgerSync Cloud IPs: Premium Bank Connection Workaround
Overview This article describes the process for establishing a bank connection when two conditions are simultaneously true: MasterCard/Finicity aggregation is unable to retrieve bank statements for the institution. The bank is actively blocking ...
Ledgersync Error- What does it mean
Sometimes you'll see on the Ledgersync Dashboard- Ledgersync Error What does it mean? When fetching the data the bank web site might be down or slow to load and so Ledgersync shows the error " Ledgersync Error". It’s basically not an issue with the ...