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Bank Statement Fetching
Receipt Management Features
Statement Converter
Rapid Bookkeeping Tool
Pricing

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Bank Statement Fetching
Receipt Management Features
Statement Converter
Rapid Bookkeeping Tool
Pricing

Bank Statement Fetching
Receipt Management Features
Statement Converter
Rapid Bookkeeping Tool
Pricing

General

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

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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 Upload Documents?
How To Create A New Company?
How To Add Notes To A Company?
How To Add Notes To A Company?
How To Delete A Company?
What Is A “Company”?
Customizing Your LedgerDocs Account Settings and Preferences

Integrations

Setting Up Fujitsu ScanSnap
Setting Up Fujitsu ScanSnap
ScansSnap – Changing Destination Company
ScansSnap – Changing Destination Company
ScansSnap – How to Switch Destination Folder For Multiple Companies

Working With Documents

How To Upload Documents?
How To Notify Other Members With Notes?
How To Notify Other Members With Notes?
Customizing Your PDF Document Options
Working With Other Document Types
Working With Other Document Types
Convert a PDF to an Image
How To Merge and Split PDFs
How To Merge and Split PDFs?

Working With Folders

Private Folders
How To Rename a Folder?
How To Move Documents Between Folders?
How To Move Documents Between Folders?
How To Expand or Collapse 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

How To Connect My Company To QuickBooks Online?
Tutorial — QuickBooks Online & LedgerDocs
Tutorial — QuickBooks Online & LedgerDocs
What are Supplier and Customer Rules?
How to Set a Rule for All Your Clients (Global Rules)
How to Set a Rule for a Specific Company
Best Practices for Optimal Automatic Data Extraction (OCR)

Your Account

How Can I Change My Password?
How Can I Change My Password?
How To Change Pricing Plan?
How To Change Billing Information?
How To Accept Invites To New Companies

Bank Fetching

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

FreshBooks

Freshbooks Email Uploader
Freshbooks Email Uploader
How To Connect My Company To FreshBooks?
How to Post Documents to FreshBooks?

iPhone & Android App

How To Upload Documents With The Mobile App
How To View and Reply To Document Notes From Mobile App

View Categories

LedgerDocs
Help Center
quickbooks

quickbooks

How To Connect My Company To QuickBooks Online?
Tutorial — QuickBooks Online & LedgerDocs
Tutorial — QuickBooks Online & LedgerDocs
What are Supplier and Customer Rules?
How to Set a Rule for All Your Clients (Global Rules)
How to Set a Rule for a Specific Company
Best Practices for Optimal Automatic Data Extraction (OCR)

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1 (855) 317-0505

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