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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
  • Bank Fetching

List of Supported Bank Accounts (Canadian Banks)

Bank Checking/Savings Credit Card Investment

What are your feelings
Still stuck? How can we help?

How can we help?

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

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  • (604) 210-3077

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