Help centre
Step-by-step guides for every part of Ledger, from your firm's first settings to the financial statements.
What's new
Troubleshooting
Out of balance by one dollar: it’s roundingBalanced trial balance, but FS out by $1: the cause and the one-click fix (video).
Out of balance by one account’s balance: an account with no groupingBalanced trial balance, but FS out by one account’s balance: the Orphan accounts card and the fix (video).
Get started
Getting started: your firm's settingsThe settings to do once, before your first engagement: firm, printing, email, team, templates, portal, security, billing (video).
Create a clientIdentification, contact info, leads, mission.
Update a client’s informationContact and identity, editable without opening an engagement.
Assign engagement leadsPartner, accountant, signatory and how they drive dashboards.
Keyboard shortcutsCtrl+E for an entry, Ctrl+Enter to chain entries, Alt+1 to 9 for the engagement pages.
QuickBooks: connect and importLink a client to QuickBooks, then import their balance (step-by-step video).
Client portal
The client portal: getting startedFirm domain, notices, standard folders, first client, invitation, headquarters.
Documents and document requestsDeposit, review, file, request, automatic reminders.
Get a document signedSignature zones, tracking, reminders and a sealed signed copy.
Portal messagingThreads by subject, author, read receipts, formatting, attachments, internal.
What your client seesThe portal from the client side: sign-in, home, sign, pay.
Accounting cycle
The trial balanceSingle source of balances: columns, balancing, actions.
Import the TB (Excel / CSV)One or two files, auto-detection, column mapping.
Create an adjusting entryEntry, 4 advanced options, attachments, push to QBO.
Push adjusting entries to QuickBooksFile done: push entries into the client’s books (step-by-step video).
Chart mapping (AI)Optional paid tool: grouping-code suggestions.
Worksheets
OverviewThe optional worksheets: which to enable, when.
Capital assetsAssets, CCA, disposals, entry, cross-year continuity (step-by-step video).
Long-term debtSchedule, Calculate button, accrued interest, adjusting entry, MCA/Vault (step-by-step video).
Sales taxesQuick Method + sales tax reconciliation.
Income taxesOwed = positive, sections A → M, provision, entry (step-by-step video).
Investment incomeSlips box by box, carry to T2 schedules.
Automobile benefit6(1) vs 15(1) regimes, standby charge, sales taxes, entries.
Home officeFederal pro-rating (plus Quebec), 18(12) cap with carry-forward.
First-time adoptionAdopting ASPE: transition entries, assistants, opening balance sheet, impact note.