Quickbooks Integration
Resetting a Client's QBO Data (Reconnecting to a Different QuickBooks Company)
Overview If a client's QuickBooks Online connection is reconnected to a different QuickBooks company than the one first linked, the client's old categorization no longer matches the new company. Use the Reset Transactions button to clear it and start ...
Text or Email Clients to Describe Bank/Credit Card Transactions
Easily Categorize Transactions with LedgerSync Struggling with Uncategorized Transactions? If you've ever encountered transactions that you don't recognize, you know how challenging it can be to categorize them. So, how do you handle them? The Old ...
How to Connect your Ledgersync Client to QuickBooks Online
To connect a client to QuickBooks Online, authorize the client from Manage Connections in the QuickBooks Rules Engine, then approve the connection in QuickBooks. LedgerSync then imports the client's chart of accounts automatically. Your Global Rules ...
How to auto fetch Check and Deposit Images?
Ledgersync makes it really simple to fetch check and deposit images. Follow the steps below to enable Ledgersync to access and auto fetch your client check and deposit images 1- Click on the client you want to view check and deposit images 2- click ...
How to Fix Transaction Import Issues with QuickBooks Desktop
Overview This article covers how to fix errors when importing transaction files into QuickBooks Desktop using the traditional .QBO or .OFX file method. If you want to eliminate this process entirely, see the recommended modern solution below first. ...