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Features
Accountants & Bookkeepers
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Help Center
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More
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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
Fullscreen Mode – Document Viewer Options
Fullscreen Mode – Document Viewer Options

Getting Started

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”?

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
Dropbox Integration FAQ
Dropbox Integration FAQ
Dropbox – Troubleshooting Syncing
Dropbox – Troubleshooting Syncing
Dropbox – How to Unsync
Dropbox – How To Unsync
Dropbox – How To Sync
Dropbox – How To Sync

Working With Documents

Working With 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

Working With Folders

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

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

FreshBooks

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

Bank Fetching

Bank Fetching User Guide (Canadian Banks)
Bank Fetching User Guide (Canadian Banks)
Bank Fetching User Guide (U.S. Banks)
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)

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

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How To Upload Documents?
How To Upload Documents?

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Recent Posts

Tax Time: What Documents Do Bookkeepers and Accountants of Canadian Businesses Need to Collect?
Document Management Systems – a Must-Have for Businesses
The AI Bookkeeping Revolution – Leveraging Artificial Intelligence for Streamlined Bookkeeping
Organizing Your Accounting Documents Digitally: A Step-by-Step Guide
What You Should Know About Digital File Management

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