Ledgersync | How To Use | Knowledge Base

How to use
Common Bank Connection Questions
Bank Connections, Data Access, and Connection Stability Q1. When a client opens an additional account, must the existing connection be deleted and re-added? Not necessarily. On MX connections, new accounts under the same bank login appear on their ...
Sending Bank URL directly from YOUR Email
Overview Some clients won’t add a bank connection unless the request comes directly from their accountant or bookkeeper. LedgerSync lets you copy bank connection and reconnection links and send them from your own firm’s email address — so the client ...
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 ...

How to use