Transactions
How to Download Transactions from LedgerSync as a PDF, QBO, OFX or CSV File
In the LedgerSync application, follow the steps below to export a client’s transactions as a PDF, QBO, OFX, or CSV file. Navigate to the client whose transactions you’d like to export. Select the Transactions tab. Choose the account that holds the ...
Convert Bank Statements To OFX Format
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
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 ...
Ledgersync Quickbooks Desktop App for Remote Desktop and RightWorks
How the LedgerSync QuickBooks Desktop App Connects LedgerSync uses the official QuickBooks Desktop SDK, which is designed to communicate directly with a QuickBooks Desktop environment. Because of this, LedgerSync must be installed in the same ...
How to set up the same bank login but split among two Ledgersync client accounts?
What happens when a client owns two business entities and those two businesses share the same login? Why is this an issue>? The reason is that most major banks "DO NOT ALLOW" redundant bank logins as they see that as potential security breach. To ...
What does "Customer Does Not Have Associated Accounts" Error Mean? How to fix this?
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. ...
Importing Transactional Files Into Quickbooks Desktop
When exporting Transactions from Ledgersync to Quickbooks Desktop and you see the following error. How should you fix this? Please see the following explainer video on how to fix this problem. The video explains: - The root problem - Explains why ...