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Menu
  • Why LedgerDocs 
    • About 
      • Testimonials
      • FAQ’s
    • Automate Your Onboarding
    • Video Gallery
  • 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
      • Schedule Reminders & Document Requests
      • Task Scheduling
      • Note Mentions & Notifications
    • TaxDocs
    • Bank Fetching
  • Integrations 
    • QuickBooks Online
    • Xero
    • FreshBooks
    • ScanSnap
    • Canon Scanner
  • Pricing
  • More 
    • Resources and Blogs
    • Help Center 
      • Accountants / Bookkeepers
      • Clients
    • Contact Us
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cropped-ledgerdocs-logo.png
  • Why LedgerDocs 
    • About 
      • Testimonials
      • FAQ’s
    • Automate Your Onboarding
    • Video Gallery
  • 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
      • Schedule 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 
    • Resources and Blogs
    • Help Center 
      • Accountants / Bookkeepers
      • Clients
    • Contact Us
Menu
  • Why LedgerDocs 
    • About 
      • Testimonials
      • FAQ’s
    • Automate Your Onboarding
    • Video Gallery
  • 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
      • Schedule 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 
    • Resources and Blogs
    • Help Center 
      • Accountants / Bookkeepers
      • Clients
    • Contact Us
General

General

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

Getting Started

  • How To Upload Documents?
  • How To Add Notes To A Company?
  • Customizing Your LedgerDocs Account Settings and Preferences
Integrations

Integrations

  • Setting Up Fujitsu ScanSnap
  • ScansSnap – Changing Destination Company
Working With Documents

Working With Documents

  • How To Upload Documents?
  • How To Notify Other Members With Notes?
  • Working With Other Document Types
  • How To Merge and Split PDFs?
Working With Folders

Working With Folders

  • How To Move Documents Between Folders?
  • How To Expand or Collapse Folders?
Your Account

Your Account

  • How Can I Change My Password?
  • How To Accept Invites To New Companies
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
  • Help Center
  • Clients
  • Your Account

How Can I Change My Password?

To change your password, click on your name on the top right corner of the application. Once clicked, you will see a list pop up. Now click on the “Change Password” tab. A window will appear allowing you to input your current password as well as your desired password. Once you have completed filling out the form, click on the “Change Password” tab.

 

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How To Accept Invites To New Companies

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