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Ledgersync | Account Options Knowledge Base

11 articles

• Account Verification
• Account Verification: How to Get Your LedgerSync Account Approved
• Common Bank Connection Questions.
• How do I Access Chase Bank Statements?
• I Have Been Locked Out of My Account – How Do I Regain Access?
• Ledgersync Advantages Over QBO

Ledgersync | Bank Connections Knowledge Base

4 articles

• Bank Account Connection Note
• Bank Blocking LedgerSync Cloud IPs: Premium Bank Connection Workaround
• Bank Connection History Log
• Why LedgerSync Requires Full Account Owner Access to Fetch Bank Statements

Ledgersync | Billing Knowledge Base

3 articles

• How To Sign Up To Ledgersync?
• How to Update Your Payment Method in LedgerSync
• Understanding Ledgersync Pricing - Complete Guide

Ledgersync | Checks Knowledge Base

4 articles

• Can Ledgersync Extract Specific Checks/Deposits?
• How to Choose Which Accounts to Refresh
• How to Choose Which Accounts to Refresh
• Why the LedgerSync Desktop App Requires US-Based Users

Ledgersync | Client Management Knowledge Base

4 articles

• Communication Center - How to invite clients to add banks or reconnect banks
• Four Methods To Inviting a Client To Add Banks Via Ledgersync
• Sending Bank Connection Invitations via Email
• Signed Up My Client But They Are Not Adding In Their Bank Connections?

Ledgersync | General Knowledge Base

3 articles

• Can I edit default text sent to the client?
• Client Invite Links: How to Invite Clients to LedgerSync
• Grouping of Clients.

Ledgersync | Ledgersync Close Knowledge Base

3 articles

• Identifying Transactions with Conflicting QBO Rules in LedgerSync Close
• LedgerSync Desktop App Stuck on Connecting - Browser Mismatch Issue
• Step 6: QBO Transaction Validation

Ledgersync | Miscllaneous Knowledge Base

3 articles

• How to Update Your Firm Name or Primary Owner in LedgerSync
• Ledgersync Compliance Documents
• When to Submit a Support Ticket

Ledgersync | Rules Engine Knowledge Base

5 articles

• Global Rules Creation Via Ledgersync AI Model
• Rules Engine - Bulk AI Categorization
• The Sync Status Tab
• Working with Client Rules
• Working with Global Rules and Global Categories (Video)

Ledgersync | Statements Knowledge Base

3 articles

• Statement Dates Are Not Correct
• Understanding and Managing Statement Dates in LedgerSync
• Which Banks Are Supported for Statement Data Aggregation?

Ledgersync | Storage Knowledge Base

0 articles

Ledgersync | Transactions Knowledge Base

6 articles

• Convert Bank Statements To OFX Format
• How to Download Transactions from LedgerSync as a QBO, OFX or CSV File
• How to set up the same bank login but split among two Ledgersync client accounts?
• Importing Transactional Files Into Quickbooks Desktop
• Ledgersync Quickbooks Desktop App for Remote Desktop and RightWorks
• Why Banks Require Token Verification (Re-Authentication) and How LedgerSync Makes It Easy