Setting Up A New Bank Account

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Setting up a new bank account in LedgerSync is easy, lets go through it step by step.

To setup a bank account, login to LedgerSync

On the home page, click the "Add Account" button

                             

On the "Add New Account" screen begin typing the name of the bank you would like to add.

When you find your bank, click the drop-down link and enter your user name and password, then click "Add Account".

And that is it.  The system may ask you some challenge questions (the questions you setup with your bank) but if not the extractor will pull your information into the LedgerSync system.

NOTE: IF YOUR BANK IS NOT FOUND SEE THE HELP TOPIC: Banks and Requesting Extractors

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