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MYLEDGERImport & upload

Resume a statement import

A half-finished prior-year statement import saves its progress and uploads, so you can come back to it.

The problem it solves

Onboarding imports get interrupted, and starting again wastes time.

How it works

  1. Start the statement import.
  2. Leave part-way through.
  3. Return and continue from the same step.

What your practice gets

  • No lost progress.
  • Uploads kept.
  • Fits real working days.

Questions accountants ask

Is progress saved automatically?

Yes.

Are uploads kept?

Yes.

Can I start over?

Yes.

Features that work alongside resume a statement import.

See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.