Troubleshooting
How do I use the Detailed report on the Dashboard to see each client's banks and accounts?
The Detailed report on the Dashboard shows your bank connections client by client. Each client row opens to show its banks, and each bank opens to show its accounts, so you can see where the problems are without opening each client one at a time. Who ...
How do I get an email when a client adds a new bank connection?
Turn on Notify when new Bank has been added in your Account Settings. LedgerSync then emails your firm each time a new MasterCard bank connection is added for one of your clients. The setting is off until you turn it on. How to turn it on or off ...
Ledgersync Desktop App Is Not Working — How to Share Logs with Support
Overview When the Ledgersync Desktop App is not working (for example, it won't connect, or a bank connection fails only on that computer), ask the person using the app to share the app logs. Those logs help Ledgersync Support see where the problem ...
One Account Shows an Error but the Bank Connection Is Fine — What It Means and How to Fix It
Overview Sometimes a bank connection in LedgerSync is working, and most of its accounts update normally, but one account shows an error. This almost always means something changed with that account at the bank, not with your connection. What You See ...
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 ...
Statements & Checks connections: how they work and how to pull a custom date range
Statements & Checks is LedgerSync's own type of bank connection. It is the connection type that brings in check images, and it also brings in statements for some banks. To pull a specific period, open the connection, click Refresh data, choose your ...
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 ...
Which banks support statement downloads through MX, and how do I check?
Short answer: MX can download monthly statement PDFs for many banks, but not every bank MX connects to for transactions also provides statements. One way to check a bank is in LedgerSync itself: click Add Bank Connection, pick the bank, select ...
How to Upload a Bank Statement PDF as a Transaction Source in LedgerSync
You can upload a client's bank statement PDF and use its transactions like transactions from any other bank connection. LedgerSync reads the statement, adds the transactions to the client's PDF connection, runs your rules on them in the Rules Engine, ...
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
You can choose which person at your firm receives the support tickets LedgerSync support opens about a broken MasterCard bank connection. Your firm's main LedgerSync login or a firm administrator can set this in Account Settings, in the Zoho Desk ...
Bank Account Connection Note
LedgerSync has a Notes feature on bank account connections. Your entire team can leave and read notes directly on a bank connection, creating a shared, visible message board for that account. Notes work on MasterCard, MX and Statements & Checks ...
Bank Connection History Log
Overview Each bank connection in LedgerSync has a status history. It lists the connection's status changes, such as breaks, requests for a security code and reconnections, usually starting with the entry recorded when the connection was added. It is ...
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 aggregation is unable to retrieve bank statements for the institution. The bank is actively blocking LedgerSync's ...
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 ...