General Inquiries
Ledgersync Advantages Over QBO
Here are 7 good reasons to stick with Ledgersync even if you have Third Party Bank Access: 1- Security- I know your team has access to third party login but consider if someone leaves the firm they have access to all your client passwords- even with ...
Ledgersyc Advantages Over QBO
Major advantages with Ledgersync vs QBO 1) Client Username and passwords are stored securely within Ledgersync. Giving bank username and password info to any employee takes on a lot of risk and liability. Who knows how the username and password is ...
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 ...
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 ...
How to add employees to Ledgersync (Video)
Ledgersync allows you to add as many employees as you want to the product How? Go the "Tools" Tab and add either an employee as 1) Employee - Can only see their client data and add their clients 2) Administrator- Can see all clients and can add other ...
What Countries Does Ledgersync Support?
At the moment the only country Ledgersync is able to export data from are Financial Institutions in the USA. This may change as MasterCard (our partner) may soon enter the Canadian, Australian and European bank data markets but as of 2024, Ledgersync ...
How do I update broken bank connections easily? (video)
If you have multiple clients with broken bank connections and you don't have time to follow up individually you'll love this Ledgersync Feature. You can use the Ledgersync Communication Center to now send customized text messages to your client in ...
What Banks Does Ledgersync Support for Check Fetching?
Below is the list of banks that Ledgersync supports for statement fetching as of current. As more banks are being added, we'll update this list. The banks that don't have an icon are currently in very active development. (Last update March 7 2024) ...
Ledgersync API
Ledgersync is built on an API. API Documentation Link: https://app.theneo.io/ledgersync/ledgersync-api/ledgersync-rest-api The API allows access to: - Bank Transactions - Bank Balance - Bank Statements - Check Images - Deposit Images - Convert Bank ...
Explainer Video of What Ledgersync Does
If you want to understand what Ledgersync offers, please watch this 7 min video as our Accountant expert Matt- explainers Ledgersync from an accountant perspective.
Why are the bank transactions truncated at times?
All the data flows directly from the bank, they control what is being sent to Ledgersync and in the format that they want. At times they will send to our provider (MasterCard) a truncated set of transactions at 32 characters for description. Why 32 ...
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 ...