Add An Account Page


Add an Account Page


Ledgersync Bank Feeds Add an Account

To add a new bank account:

1) Login to 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.)




Was this article helpful?
1 out of 2 found this helpful