Troubleshooting
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 ...
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 ...