General Inquiries
Requesting Backdated Statements & Check Images in LedgerSync
Purpose: This guide explains how to request backdated (historical) statements and past check images for a bank connection in LedgerSync, including how far back we can pull, pricing, and what to include in your request. How Historical Statements & ...
Selecting What Data to Extract on a Premium Bank Connection
Purpose: This guide shows you how to choose which data — statements, checks, or both — LedgerSync extracts from a Premium Bank Connection, and how to refresh the data once you’ve made your selection. Getting Started Log in to your LedgerSync account. ...
How Accounting Firms Can Edit Client Data in LedgerSync
Purpose: This guide shows Accounting Firm and Customer accounts how to edit a client’s information in LedgerSync, such as their name, email, phone number, and the employee or firm the client is assigned to. Important: Only Accounting Firm / Customer ...
How to Mass Notify Clients About Broken Bank Connections in LedgerSync
Purpose: This guide shows you how to notify multiple clients at once when their bank connections are broken, so they can reconnect and keep their financial data flowing into LedgerSync. Getting Started Log in to your LedgerSync account. Go to Client ...
Automatic Session Timeout — How LedgerSync Protects Unattended Sessions
Overview LedgerSync automatically logs out inactive sessions to protect client banking data on shared or unattended computers. If you’ve ever come back to your desk and found yourself logged out — this article explains why, and exactly how the ...
Securing Your LedgerSync Account: Two-Factor Authentication (2FA) Setup
Overview LedgerSync supports two-factor authentication (2FA) on your main login using an authenticator app such as Google Authenticator, Microsoft Authenticator, or Authy. With 2FA enabled, signing in requires both your password and a time-based code ...
Time Zones in LedgerSync: All Timestamps Display in Eastern Time (EST/EDT)
Overview All timestamps across LedgerSync are displayed in Eastern Time (ET) — this applies globally to every feature, application, and data point within the platform. Whether you are viewing transaction times, statement dates, connection logs, or ...
How to Report a Bank Connection Bug in LedgerSync
Purpose: This guide walks you through reporting a problem with a bank connection in LedgerSync. Submitting a bug report creates a support ticket for the LedgerSync Customer Service team and sends you a confirmation email so we can investigate and get ...
How to Create a Custom Message Template in LedgerSync
Purpose: Shows you how to send a custom message template which is a pre-written message you can send to your clients — for example, an invitation to join LedgerSync or a reminder to fix something with their bank connection. Creating your own template ...
Client Invite Links: How to Invite Clients to LedgerSync
Purpose Client Invite Links allow a customer, accounting firm, or company to invite their clients into the LedgerSync application under a Client Account. A Client Account has limited access to LedgerSync. Once connected, a client can: add bank ...
Can I edit default text sent to the client?
Overview Yes — you can fully customize the default text (SMS) and email templates that LedgerSync sends to your clients when inviting them to add banks or reminding them to connect. Both channels are editable, and you can choose which channel each ...
LedgerSync Advantages Over QuickBooks Online
Overview Even if you already have third-party bank access through QuickBooks Online, here are the key reasons accounting firms use LedgerSync to manage their client banking data. 1. Security When your team has third-party bank login access, those ...
If a bank has already been connected, will all new accounts be auto added to Ledgersync?
If a client already connected a bank to Ledgersync and the client adds new accounts under the same login details, will the new accounts be added automatically in Ledgersync? It’s a very good question and the answer depends on the type of connection ...
What Countries Does Ledgersync Support?
Mastercard only supports US Banks. Ledgersync now also supports Canadian banks for transactions ONLY via the MX connection. Add most Canadian Banks via MX only as MasterCard does not support Canadian Banks
Explainer Video of What Ledgersync Does
Overview If you want to understand what LedgerSync offers from an accountant's perspective, watch the video below. Our accountant expert Matt walks through the platform's core features and how they fit into a real bookkeeping workflow. What the Video ...
Why are the bank transactions truncated at times?
Overview Bank transactions imported via the Mastercard API are sometimes truncated to 32 characters in the description field. This is not a LedgerSync limitation — it comes from the bank itself, which sends data in the legacy Quicken format capped at ...
How do I request a bank not supported by Ledgersync?
For the banks that MasterCard doesn't support, please fill out the New Bank Request form. To locate the New Bank Request Form 1- Click on your name at the top right 2- Select from the drop down menu and select "Request New Bank Form" 3- Please fill ...