Getting started with LedgerSync
LedgerSync is built to keep finance teams in control. Start with sandbox or demo connections, import sample data, review mappings, and preview everything before posting.
Recommended setup order
- - Connect QuickBooks Online Sandbox or Xero Demo Company first so account and item lists are available for mapping.
- - Connect Shopify or Stripe next and confirm the integration status in the app workspace.
- - Import sample data, normalize records, and create mapping suggestions before generating your first preview.
- - Review exceptions and only use sandbox posting after you understand the preview output.
What the first successful workflow looks like
- - Connect accounting destination
- - Connect Shopify or Stripe
- - Import sample data
- - Generate mapping suggestions
- - Review sync preview
- - Resolve blocking exceptions
- - Approve and post to sandbox or demo only
What to expect next
After your first preview is ready, you can move into payout reconciliation, approval workflows, schedules, and webhook-driven refreshes. Marketplace reviewers should stay inside sandbox or demo flows during evaluation.
Related articles
Keep moving through setup with the next most relevant guides.
Your first week with LedgerSync: from new account to first clean sync
A step-by-step story that walks a brand-new user from creating an account to a reconciled, review-ready workspace.
Connect Shopify
Set up a Shopify dev or test store, enter the shop domain, authorize the app, and import orders and products safely.
Connect QuickBooks Online Sandbox
Authorize a QuickBooks sandbox company, import company info, accounts, and items, and keep posting limited to sandbox.
Map revenue, fees, refunds, tax, and clearing accounts
Configure the accounting destinations LedgerSync uses for sales, discounts, shipping, taxes, refunds, fees, and payouts.
Understand sync preview
Compare daily summary and per-transaction preview modes, review blocking issues, and understand what will post later.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.