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  • Why LedgerDocs 
    • About 
      • Testimonials
      • FAQ’s
  • Features 
    • Document Management 
      • Private Folders
      • LedgerDocs for Document Management
      • Powerful Search & Duplicate Detection
      • Smartphone App
      • Live Dashboard
      • Merge and Covert PDF’s
    • Workflow & Collaboration 
      • Document Collaboration
      • Scheduled Reminders & Document Requests
      • Task Scheduling
      • Note Mentions & Notifications
    • TaxDocs
    • Bank Fetching
  • Integrations 
    • QuickBooks Online
    • Xero
    • FreshBooks
    • ScanSnap
    • Canon Scanner
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    • Help Center 
      • Accountants / Bookkeepers
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cropped-ledgerdocs-logo.png
  • Why LedgerDocs 
    • About 
      • Testimonials
      • FAQ’s
  • Features 
    • Document Management 
      • Private Folders
      • LedgerDocs for Document Management
      • Powerful Search & Duplicate Detection
      • Smartphone App
      • Live Dashboard
      • Merge and Covert PDF’s
    • Workflow & Collaboration 
      • Document Collaboration
      • Scheduled Reminders & Document Requests
      • Task Scheduling
      • Note Mentions & Notifications
    • TaxDocs
    • Bank Fetching
  • Integrations 
    • QuickBooks Online
    • Xero
    • FreshBooks
    • ScanSnap
    • Canon Scanner
  • Pricing
  • Start Free Trial
  • Login
  • More 
    • Webinars
    • Resources and Blogs
    • Help Center 
      • Accountants / Bookkeepers
      • Clients
    • Contact Us
Menu
  • Why LedgerDocs 
    • About 
      • Testimonials
      • FAQ’s
  • Features 
    • Document Management 
      • Private Folders
      • LedgerDocs for Document Management
      • Powerful Search & Duplicate Detection
      • Smartphone App
      • Live Dashboard
      • Merge and Covert PDF’s
    • Workflow & Collaboration 
      • Document Collaboration
      • Scheduled Reminders & Document Requests
      • Task Scheduling
      • Note Mentions & Notifications
    • TaxDocs
    • Bank Fetching
  • Integrations 
    • QuickBooks Online
    • Xero
    • FreshBooks
    • ScanSnap
    • Canon Scanner
  • Pricing
  • Start Free Trial
  • Login
  • More 
    • Webinars
    • Resources and Blogs
    • Help Center 
      • Accountants / Bookkeepers
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General

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”?
Integrations

Integrations

  • Setting Up Fujitsu ScanSnap
  • ScansSnap – Changing Destination Company
  • ScansSnap – How to Switch Destination Folder For Multiple Companies
  • Dropbox Integration FAQ
  • Dropbox – Troubleshooting Syncing
  • Dropbox – How to Unsync
  • Dropbox – How To Sync
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

QuickBooks

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

Your Account

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

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

  • 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
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  • Bank Fetching

Bank Fetching User Guide (U.S. Banks)

If you or your clients wish to fetch banks and credit card statements through our Bank Fetching feature you would have to request an individual invitation code from our Support team.

Note: Every Trial Account has 1 free fetch that can be used for the test purposes.

Once the invitation code has been submitted and validated you or your client can choose between Canadian and U.S. banks, continue by choosing U.S., then you or your client should the screen below which will allow choosing the banks that need to be fetched.

After completing the bank account authentication, you will see the list of accounts. Click “View trans” button next to the account that you want to fetch statements from.

After clicking the “View trans” button, you should now see the transactions on that account. To fetch your statement, first filter the transaction by date, using the date selector on the top left.

Once you have filtered by date, you can click “Save as PDF” and your file should be created under “Fetched Statements” folder under your company. (Note: “Fetched Statements” folder is by default only accessible by owner of the company in LedgerDocs. To give access to other members, click here for a text guide.

You can also choose to export your file to your computer by clicking the appropriate buttons on the top left.

If your client is using a bank account that has 2- steps authentication requirement, then in order to fetch the account and gain access to the On Demand fetch please ask your client to add your cell phone number to his security settings.

Happy Fetching 🙂

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Still stuck? How can we help?

How can we help?

Bank Fetching User Guide (Canadian Banks)List of Supported Bank Accounts (Canadian Banks)

Contact Support:

  • support@ledgerdocs.com
  • (604) 210-3077

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