General Inquiries
How do I change a client's login email address?
You change a client's login email from the client's Edit Client pop-up. Next to Login, click Change, type the new address and click Change login. The new address also becomes the client's primary email, and the old login stops working right away. Who ...
How to set the picture, greeting and logo for the LedgerSync mobile app (Mobile Setup)
In the Mobile Setup section of your settings you choose the picture, the greeting and the logo for the LedgerSync mobile app. Only the account owner can see this section. Open Mobile Setup Sign in to LedgerSync as the account owner. Click your name ...
What firm users and client logins can see in LedgerSync
What you see in LedgerSync depends on how you sign in. Your firm's team gets the full menu across the top and a client list on the left. Clients who sign in get a short menu with just Task Center and no client list. If a firm user opens a page their ...
What your clients see when they log in to LedgerSync
The short answer A client who logs in to LedgerSync sees a simpler version of the app. They land on their own profile page, which shows their bank connections on the left and the selected connection's details on the right. Clients only see their own ...
How to Invite Clients to Add or Reconnect a Bank (Communication Center)
Purpose: This guide explains how to invite a client, through the Communication Center, to securely connect or reconnect their own bank account in the LedgerSync application. Use this method when your firm does not have access to the client’s ...
How to Add a Bank Connection in LedgerSync (When You Have the Credentials and MFA)
Purpose: This guide walks you through adding a bank connection for a client in LedgerSync. To add a connection using this method, you will need the client's login credentials and access to their MFA (multi-factor authentication). If you do not have ...
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
You can update a client's name, email addresses, phone numbers and client group from the Client List. Find the client, click Edit in their row, make your changes and click Save. Who can do this: Your accounting firm account can edit its clients. ...
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: This article shows you how to create a custom message template. A message template is a pre-written message you can send to your clients, for example an invitation to join LedgerSync or a request to fix something with their bank connection. ...
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 ...
LedgerSync Desktop App: Download & Install Guide (Premium Bank Connections)
Note: The steps in this guide were created using a Windows computer Purpose of the LedgerSync Desktop App The LedgerSync Desktop App allows customers to connect to Premium Bank Connections more reliably by routing the connection through a trusted, ...
Can I edit default text sent to the client?
Yes. You can edit the text and email templates LedgerSync uses when you invite clients to connect their banks or ask them to fix a broken bank connection. Each template is either an SMS (text message) template or an Email template. How to edit a ...
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?
If LedgerSync cannot connect to your bank yet, send us a New Bank Request. You can open it from the menu under your name, or from the add bank window when your bank does not come up in the search. To locate the New Bank Request form Click on your ...