Transactions
Understanding Bank Connection Security and Token Requirements
Overview When connecting bank accounts to LedgerSync, you may occasionally encounter security requirements such as token codes or multi-factor authentication (MFA). This article explains why these security measures exist and how LedgerSync works to ...
How to Convert Bank PDF Statements to Excel, CSV, QBO, or OFX
Use the PDF Converter to turn a bank statement PDF into a file you can import or work with: Excel (XLS or XLSX), CSV, QBO or OFX. Go to Tools > PDF Converter, upload the PDF, wait for the status to show COMPLETED, then click Export and pick a format. ...
How do I Access Chase Bank Statements?
To get Chase statements, add a Chase connection with Statements selected. LedgerSync chooses the connection for you. Chase may not provide statements through Third Party Access. If statements don't arrive, connect with the account owner's login. How ...