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Training
Training Videos
Short tutorials for each Ledgersync product.
QuickBooks Desktop App
1:08
QB Desktop Overview
How LedgerSync pulls bank feeds into QuickBooks Desktop, suggests categories from your history, and pushes reviewed entries.
1:52
Chapter 1 — Intro to the Ledgersync QB Desktop App
A tour of the dashboard: pairing a QuickBooks Desktop computer, authorizing company files, and reviewing bank feed transactions.
2:02
Chapter 2 — Your Account
A walkthrough of your account: accepting your invitation, signing in, updating your details and password, and choosing what LedgerSync notifies you about.
1:39
Chapter 3 — Find Your Way Around
A tour of the workspace: the dashboard and its widgets, switching between the side menu and the bottom dock, choosing a client and company file, and using search and filters.
2:05
Chapter 4 — Set Up Your Clients and Team
How a firm admin connects the LedgerSync bank feed, chooses single or multi-file mode, adds clients, and invites staff with the right role.
2:33
Chapter 5 — Connect QuickBooks Desktop
Adding and authorizing company files, using the QuickBooks controls to start, close and refresh accounts, and installing and pairing the desktop agent.
1:35
Chapter 6 — Map Your Bank Accounts
How a firm admin maps LedgerSync bank accounts to the QuickBooks chart of accounts: creating a mapping, choosing the date used, handling liability accounts, and stopping posting with Delete.
2:29
Chapter 7 — Review and Push Transactions
A walkthrough of the Banking Feeds page: totals and statuses, filtering deposits and withdrawals, approving lines with Auto-Categorize, pushing transactions to QuickBooks, and undoing a push.
2:12
Chapter 8 — Automate with Rules
How the Rules Engine categorizes repeat transactions: creating a rule from a bank feed line, running Apply rules across items waiting for review, proposing rules from past transactions with Learn from History, and editing, disabling, auditing or deleting a rule.
1:20
Chapter 9 — Vendors
How the Vendors page works: browsing and searching synced vendors, opening a vendor's details and the rules that use it, creating a new vendor or editing its name, billing email or phone so the change saves in QuickBooks, spotting likely duplicates, and exporting the list you see as a spreadsheet.
1:08
Chapter 10 — Mirror View and QB Explorer
A walkthrough of Mirror View and QB Explorer: comparing bank lines beside their QuickBooks entries, filtering to differences only, approving those lines in Banking Feeds, and running read-only reports like the Balance Sheet live from the company file.
1:39
Chapter 11 — Reports and Your Client Portal
How the Client Reports page works: creating a draft report from QuickBooks, filtering the list by status or title and reading client comments, then opening a report to download the PDF or publish it to the client portal.
0:52
Chapter 12 — Your Audit Trail
How the Import Log and Audit Log work: filtering pushes by source and status, opening a run to see each transaction and its QuickBooks result, and reviewing who changed what in the audit trail, before and after.
0:58
Chapter 13 — Help and Support
How the Help page works: browsing the FAQ and topic articles, searching for a question, emailing support or booking a screen share, and checking system status for bank feeds and QuickBooks push.
2:36
Chapter 14 — Troubleshooting
How to work through six common problems, starting with the agent offline check: looking at paired computers and their last heartbeat in Settings, reconnecting the bank feed connection, and using the Help page and system status to find the cause.
2:18
Chapter 15 — Set Up the Desktop Agent
How to get the desktop agent running: opening the agent window, launching QuickBooks, authorizing the agent, and signing in to confirm it is connected.
2:06
Chapter 16 — Push to QuickBooks
How reviewed transactions reach QuickBooks: approving lines in Banking Feeds, pushing them, checking the result in QuickBooks, and using the selection bar and details panel.
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