Add An Account Page

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Add an Account Page

 

Ledgersync Bank Feeds Add an Account

To add a new bank account:

1) Login to www.ledgersync.com with your email and password

2) Select “add account” (plus sign icon)

3) Follow the prompts:

    - enter name of financial institution

    - assign a “name” to the account: “Joe’s Chase Business Account”

    - enter login

    - enter password

    - follow any prompts the bank might request (security questions, or tokens)

(Please note, Ledgersync employees and/or accountants will not be able to see or have access to this data.)

 

 

 

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