How to use
Common Bank Connection Questions.
Bank Connections, Data Access, and Connection Stability Questions & Answers Question 1 When a user opens an additional account (e.g., a new card under the same bank login), must the existing connection be deleted and re-added to include the new ...
Sending Bank URL directly from YOUR Email
It's understandable that some clients will not want to add a bank connection unless the request comes directly from the accountant/bookkeeper. In order to address this, Ledgersync now allows you two methods of copying the Ledgersync bank URL and ...
I have full access to the bank and don't want to invite the client
What if you have full access to the client's banking and you do not want to invite them to Ledgersync? See the below article and suggestion. In the event that you have full account owner access to the bank and that the token code will come to you ...