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Why LedgerDocs
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Why LedgerDocs
Features
Integrations
Pricing
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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

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

How Can I Change My Password?
How To Accept Invites To New Companies

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
Clients
QuickBooks

Tutorial — QuickBooks Online & LedgerDocs

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