We’re excited to announce a major update to our Dropbox integration.
To recap, this integration combines Dropbox’s world class syncing and cloud file storage platform with the collaboration features of LedgerDocs into a powerful document management and practice management tool for bookkeepers, accountants, and their clients.
Dropbox and LedgerDocs: How it Works
- Once you connect your Dropbox account to LedgerDocs, a LedgerDocs folder will be created in your root Dropbox folder. This folder will contain a subfolder matching each of your companies in LedgerDocs
- Any files placed in these folders will sync with the corresponding Inbox of the company in LedgerDocs. If a file is deleted or moved in either application, it will also be deleted/moved in the other
- Files can be renamed in each application, and will be updated automatically in the other
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Getting Started
- Login to your LedgerDocs account (or sign up for a 14 day trial if you don’t have one already)
- Go to the Extras section at the top-right of the page and follow the instructions in the Integrations tab to authorize your Dropbox account
- After the initial sync between the two apps is complete, any files you put in your Dropbox > LedgerDocs folder will also appear in the Inbox of your LedgerDocs company
30 Minute Webinar — Learn how LedgerDocs can streamline your accounting today.
