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Features
Integrations
Pricing
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More

General

4

Is My Data Secure?
What File Types Can I Use?
How To Turn Daily Email Notifications On / Off
Fullscreen Mode – Document Viewer Options

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Getting Started

9

How To Upload Documents?
How Can I Start My Free Trial?
How To Rename A Company?
How To Invite Others To Collaborate?
How To Create A New Company?
How To Add Notes To A Company?
How To Delete A Company?
What Is A “Company”?
Customizing Your LedgerDocs Account Settings and Preferences

Integrations

3

Setting Up Fujitsu ScanSnap
ScansSnap – Changing Destination Company
ScansSnap – How to Switch Destination Folder For Multiple Companies

Working With Documents

5

How To Notify Other Members With Notes?
Customizing Your PDF Document Options
Working With Other Document Types
Convert a PDF to an Image
How To Merge and Split PDFs

Working With Folders

7

Private Folders
How To Rename a Folder?
How To Move Documents Between Folders?
How To Expand or Collapse Folders?
How To Delete A Folder?
How To Create A New Folder?
How To Duplicate an Existing Company’s Folder Structure

QuickBooks

2

How To Connect My Company To QuickBooks Online?
Tutorial — QuickBooks Online & LedgerDocs

Your Account

3

How Can I Change My Password?
How To Change Pricing Plan?
How To Change Billing Information?

FreshBooks

3

Freshbooks Email Uploader
How To Connect My Company To FreshBooks?
How to Post Documents to FreshBooks?

Bank Fetching

4

Bank Fetching User Guide (Canadian Banks)
Bank Fetching User Guide (U.S. Banks)
List of Supported Bank Accounts (Canadian Banks)
How to Fetch with RBC (Royal Bank of Canada)

iPhone & Android App

2

How To Upload Documents With The Mobile App
How To View and Reply To Document Notes From Mobile App

LedgerDocs
Help Center
Accountants / Bookkeepers
Getting Started

Getting Started

Customizing Your LedgerDocs Account Settings and Preferences
How Can I Start My Free Trial?
How To Add Notes To A Company?
How To Create A New Company?
How To Delete A Company?
How To Invite Others To Collaborate?
How To Rename A Company?
How To Upload Documents?
What Is A “Company”?

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(604) 210-3077

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