Overview Bank descriptions are often cryptic — "POS 4417 SQ *JT" tells you nothing. Previously the only option was calling or emailing the client and hoping they remembered. The "What Is This?" feature sends the client an automated SMS or email ...
Overview In LedgerSync, you can download a client’s transactions in multiple file formats directly from the Transactions tab. This works for all bank connection types, including Mastercard, MX, and PDF-uploaded accounts. How to Download Transactions ...
How to Convert Bank PDF Statements to OFX Format for Accounting CS Key Content: Ledgersync now offers the ability to convert Bank PDF Statements to OFX file format in addition to Excel, CSV, and QBO formats. This new feature is especially valuable ...
Why Banks Require Token Verification (Re-Authentication) and How LedgerSync Makes It Easy Overview When a bank connection prompts for token verification (also called re-authentication or re-verification), it can feel unexpected—especially when the ...
Overview What happens when a client owns two business entities and both businesses share the same bank login? Most major banks do not allow the same login to be connected twice — they treat redundant logins as a potential security breach. LedgerSync ...
Why do you see this error with a connected bank account in Ledgersync? When a bank provides an API to MasterCard to connect they are creating behind the scene a "token" or unique ID that establishes a relationship between Mastercard and the bank. ...