Ledgersync Full Product Demo October 2024

Join us for a complete demonstration of Ledgersync.

Video Chapters:
0:00 - Intro
1:01 - Ledgersync Dashboard Explained
2:15 - Adding a new client (IMPORTANT)
4:29 - Adding your financial institutions via Mastercard
5:50 - Ledgersync Premium Bank Connections
7:35 - What to expect after making your connection

WORKING WITH YOUR DATA
8:39 - Working with the Transaction Table and Downloading Transactions
10:15 - Client Communication Center - Maintaining your Connections
12:25 - Month To Date Statements (Great for Credit Cards)
13:07 - Statements: downloading, viewing, & reconciliation options
15:28 - Check and Deposit Images

ADDITIONAL FREE TOOLS
16:40 - Employee Access
18:08 - Internal Document Storage
18:45 - Cloud Storage Integrations
20:47 - PDF Converter with OCR technology

GLOBAL RULES ENGINE
21:10 - Introduction to Global Rules Engine
22:00 - The Transaction Table explained
24:10 - Creating Exclude Rules to avoid duplicates from other apps
25:25 - Syncing transactions into QuickBooks Online
27:00 - Removing synced transactions
28:15 - Sync Status Tab and Failed Transactions
29:19 - Global Categories Explained (IMPORTANT)
30:50 - Book a live demo and Conclusion

Ledgersync: https://ledgersync.com