Transactions
Why do my clients get security codes from their bank when a bank connection breaks?
The short answer Security codes, security questions and similar messages come from the bank, not from LedgerSync. Banks can ask for a token code or the answer to a security question at any time, even on connections that have worked for a long time. ...
Understanding Bank Connection Security and Token Requirements
Banks may periodically request token codes or answers to security questions, even for established connections. These requests are not errors but rather intentional security checkpoints set by the bank. When one comes up during a refresh you start in ...
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 ...