Getting Started with LedgerBox

Welcome to LedgerBox! This guide will walk you through everything you need to know to start converting your bank statements from PDF to Excel/CSV format, and optionally export them directly to QuickBooks.

Quick Start Video

Watch this 2-minute video to see LedgerBox in action:

Step 1: Create Your Account

1. Sign up for a free account at Sign Up
2. Verify your email - Check your inbox for a verification link
3. Get 10 free credits - Your account comes with 10 free page conversion credits to test our service

Step 2: Upload Your Bank Statements

Option A: Convert a Single File

Perfect for processing individual statements quickly:

1. Navigate to the converter - Go to Bank Statements converter
2. Select your bank - Choose from our list of supported banks, or select "General" if your bank isn't listed
3. Upload your PDF - Drag and drop your bank statement PDF, or click to browse
   • Maximum file size: 50MB
   • Supports all major bank formats
4. Wait for processing - Our AI processes most statements in under 30 seconds
5. Review and download - Check the extracted data and download as Excel or CSV

Option B: Batch Process Multiple Files (Jobs)

Ideal for processing multiple statements at once:

1. Navigate to the converter - Go to Bank Statements converter
2. Upload multiple PDFs - You can drag and drop multiple files at once
   • Basic plan: Process all files sequentially
   • Pro/Business plans: Batch processing for faster results
3. Click "Convert All Files" - This creates a job to process all uploaded files
4. Name your job - Give it a descriptive name like "Q1 2024 Statements"
5. Monitor progress - Go to the Jobs page to track processing status
6. Download results - Once complete, download all processed files at once or individually

Step 3: Review Your Data

After processing, you can:

• Preview extracted data - View all transactions in a table format
• Edit if needed - Make any corrections before downloading
• Validate accuracy - Our AI achieves 99%+ accuracy for most formats
• Check totals - Verify opening/closing balances match your statement

Step 4: Export Your Data

Download Options

• Excel (.xlsx) - Formatted spreadsheet ready for accounting software
• CSV (.csv) - Universal format compatible with any system
• Combined files - For jobs, download all processed files in a single ZIP

QuickBooks Integration

Connect your QuickBooks account for direct export:

1. Connect QuickBooks - Go to Integrations and authorize QuickBooks access
2. Map accounts - Match your bank accounts to QuickBooks accounts
3. Export with one click - Send transactions directly to QuickBooks
4. Automatic categorization - Transactions are categorized based on your rules

Understanding Credits

• 1 credit = 1 page of PDF processing
• Free account: 10 credits to start
• Monthly plans: Credits reset each month
• Yearly plans: All credits available upfront
• Check your balance: View remaining credits in your dashboard

Pro Tips

For Best Results

1. Use clear PDFs - Ensure your statements are readable and not password-protected
2. Upload complete statements - Include all pages for accurate balance reconciliation
3. Consistent format - Group statements from the same bank for batch processing
4. Regular processing - Process statements monthly to stay organized

Time-Saving Features

• Convert All button - Process multiple files with one click (Pro/Business plans)
• Job templates - Save settings for recurring conversions
• Auto-export - Set up automatic QuickBooks export rules
• Bulk download - Get all processed files in one ZIP file

Common Use Cases

Small Business Bookkeeping

1. Upload monthly bank statements
2. Review and categorize transactions
3. Export directly to QuickBooks
4. Save hours on manual data entry

Accounting Firms

1. Create jobs for each client
2. Batch process multiple accounts
3. Use white-label options (Business plan)
4. Deliver Excel files to clients

Financial Analysis

1. Convert historical statements
2. Combine multiple accounts
3. Export to Excel for analysis
4. Create financial reports

Troubleshooting

Statement Not Processing?

• Ensure PDF is not corrupted or password-protected
• Check file size is under 50MB
• Try re-uploading or contact support

Incorrect Data Extraction?

• Verify PDF quality is clear
• Check if your bank format is supported
• Report the issue - we add new formats within 24-48 hours

QuickBooks Export Issues?

• Ensure QuickBooks connection is active
• Verify account mapping is correct
• Check for duplicate transactions

Next Steps

• Explore integrations - Connect QuickBooks, email notifications, and more
• Upgrade your plan - Get more credits and features at Pricing
• Check your usage - Monitor credits in your Account
• Request features - We love feedback! Contact us at support@ledgerbox.io

Need Help?

• Email support: support@ledgerbox.io
• Response times:
  • Basic: 24-48 hours
  • Pro: 12-24 hours
  • Business: Priority support with phone/video
• Knowledge base: Browse our FAQ section
• Video tutorials: Watch step-by-step guides on our Blog

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Ready to save hours on financial data entry? Start converting now or upgrade your plan for more features!