Global Rules Engine | Ledgersync – Automate Bookkeeping Rules

Ledgersync's Global Rules Engine

The Fastest Way to Automate Your Accounting is Through the Bank Memo

Ledgersync has been capturing bank and credit card data for accountants for over eight years! During that time, we have seen all the changes that the financial institutions toss at accounting professionals which ultimately make their jobs harder.

While other platforms require you to make a new set of rules that only work for one client under one platform, Ledgersync has been working hard to streamline your process through our Global Rules Engine!

Videos

Ledgersync's Getting Started Video Playlist

Ledgersync Global Rules Engine Teaser

Check out Ledgersync's Global Rules Engine and streamline your monthly accounting process!

How to Connect Ledgersync with QuickBooks Online

During the first video of our series, we will explain how to connect Ledgersync to QuickBooks Online for the very first time

Explaining the Global vs. Client Rules in Ledgersync

During the second video in our series we are going to explain the difference between a client level rule and a global rule in Ledgersync's new Global Rules Engine.

Working with Transactions in Ledgersync

In the third installment of our series we will be showing you how to interact with your transactions with the rules before pushing the data into QuickBooks Online

Explaining the Settings Tab

In the fourth video in this series, we will walk you through each of the different settings of the Global Rules Engine.