This help article is for your bookkeeping and accounting firm if the following conditions apply:
You have multiple employees that wish to use the ScanSnap & LedgerDocs integration
You are using one communal scanner
You wish to change the account destination company in LedgerDocs from individual LedgerDocs accounts
Connecting ScanSnap and LedgerDocs for the first time
Follow our ScanSnap Setup Guide here to get started
Changing the ScanSnap Destination Company in a different LedgerDocs account
Open the ScanSnap Cloud application on your PC and login to the account associated with your scanner
Windows
In the ScanSnap Cloud window, click Tools, > Options
From the pop-up menu, go to Scan Settings > Change
Find and click the ‘LedgerDocs’ service and a login prompt will ask for your LedgerDocs credentials
Click on the destination company & Save, then close the Options menu and you’re ready to scan
Mac
In the top left corner, click ScanSnap Cloud > Preferences
From the pop-up menu, go to Scan Settings > Change
Find and click the ‘LedgerDocs’ service and a login prompt will ask for your LedgerDocs credentials
Click on the Destination Company & Save, close the Preferences menu and you’re ready to scan
Changing the ScanSnap Destination Company within the same LedgerDocs account
This can be done directly from your LedgerDocs account by following the guide here