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
To get older statements or past check images for a bank account, email LedgerSync Support at support@ledgersync.com with the details listed below. We try to go back as far as two years, but we can only pull what the bank still makes available. How ...
Selecting What Data to Extract on a Premium Bank Connection
You choose what LedgerSync pulls from a Premium Bank Connection with the checkboxes on the connection's Summary page. Then click Refresh data, pick the dates and click Submit. Getting Started Log in to your LedgerSync account. Connect to the ...
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 ...
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. When you turn it on, the app asks for a time-based code from your phone in ...
Time Zones in LedgerSync: Timestamps Display in Eastern Time (EST/EDT)
Overview LedgerSync shows most timestamps (a date with a time of day) in Eastern Time (ET), using the America/New_York time zone. For these timestamps, the time zone set on your own computer does not change this. The America/New_York time zone ...
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
To invite a client, go to Client Actions > Client List, click Invite on the client's row, and choose By Email or By SMS. The client gets a link that signs them in to their own Client Account. What a Client Account Can Do Client Invite Links allow a ...
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. Clients Connect Their Own Banks You can send clients a secure link ...
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 then opens new accounts under the same login, will the new accounts be added to LedgerSync automatically? It depends on the type of connection made between LedgerSync and the financial ...
What Countries Does Ledgersync Support?
United States. LedgerSync supports US banks. Mastercard connections support US banks only. Canada. LedgerSync also supports Canadian banks, for transactions only, through the MX connection. Add Canadian banks using MX, since Mastercard does not ...
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 ...