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Why LedgerDocs
Features
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General

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

Getting Started

Getting Started

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

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

Working With Documents

Working With Documents

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

Working With Folders

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

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

Your Account

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

Bank Fetching

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)

FreshBooks

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

iPhone & Android App

iPhone & Android App

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

LedgerDocs
Help Center
Accountants / Bookkeepers
iPhone & Android App

iPhone & Android App

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

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(604) 210-3077

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