Use LedgerHQ
Practical operating guides for firm teams using LedgerHQ day to day.
LedgerHQ is built around a focused bookkeeping workflow: create companies, bring over accounting history when needed, connect bank activity, code and post the daily feed, collect statement support, reconcile the bank accounts, close the period, and produce client-ready financial reports. Tally can help supervise that work for companies on LedgerHQ + Tally, but the underlying accounting still flows through LedgerHQ's normal guarded services.
The product has more depth than the first screen can show. A good support guide should not assume that a user already knows where LedgerHQ draws the line between firm work, company work, imported history, live bank activity, statement evidence, posted ledger entries, Tally-prepared work, and completed accounting actions. The pages in this section are written for the moment when someone is in the app, knows what they want to accomplish, and needs enough context to do it correctly without reading implementation notes.
Get Started And Migrate
Create a company and add owners
Choose the starting chart, invite equal owners, maintain Company info, and prepare the company for work.
Move a company from QuickBooks to LedgerHQ
Use the right order for bank connection, final QuickBooks import, review, and the first live LedgerHQ work.
Import QuickBooks financials
Prepare QBO exports, preview the files, complete the import, and understand replacement warnings.
Review a company after import
Check accounts, journal history, reports, registers, and reconciliation readiness after bringing data over.
Start new books with Tally
Build supervised books from bank files, statements, spreadsheets, QuickBooks exports, or balanced history.
Bank Feeds And Coding
Connect bank feeds
Use Plaid-backed bank and card feeds, mapping, pending transactions, disconnect behavior, and feed health.
Bank connection texts
Text company owners secure no-login links for new bank connections and reconnects.
Bank rules and auto-posting
Understand rule coding, rule auto-posting, AI suggestions, and AI auto-post.
Fast Coding
Work through uncoded and coded bank-feed rows across the firm from one queue.
Statements, Requests, And Reconciliation
Statements and statement coverage
Track statement policies, gaps, uploads, OCR, verified periods, waivers, and mismatches.
Client requests and messages
Collect files and answers, message owners, supervise Tally replies, and manage every thread from the firm queue.
Bank reconciliation
Prepare, start, edit, cancel, and finish statement reconciliations with the right signed balance convention.
Tally AI Bookkeeper
Tally AI bookkeeper
Understand full-page Tally, the drawer, persistent chat, Activity, History, jobs, automations, and guarded actions.
Configuring Tally settings
Set duties, authority, schedule, communication handling, AI providers, budget, and company boundaries.
Tally decisions and authority
Understand what Tally can do herself, when she asks for input, and how hard-stop decisions are audited.
Tally automations and Activity
Supervise automation runs, waiting items, pause/resume controls, retry, run-now, and daily activity history.
Tally evidence attachments
Add images, PDFs, CSV/XLSX spreadsheets, and existing files so Tally can inspect evidence safely.
Tally AI providers and models
Connect Anthropic, ChatGPT/Codex, or OpenRouter and choose the models that answer Tally conversations.
Tally and support
Ask Tally for help, use support-only mode on Core, and know when Tally can work the books.
Connecting your Anthropic API key
Add your own Anthropic key so Tally can keep working after the included monthly allowance.
Reports, Close, And Review
Scheduled journal entries
Create recurring journal-entry templates, control due posting, and trace generated entries back to schedules.
Fixed assets
Track assets, monthly or annual depreciation, manual depreciation, disposals, and report impact.
Month-end close
Use the close worksheet to review feeds, statements, reconciliations, scheduled entries, reports, and human close decisions.
Reports
Run Income Statement, Balance Sheet, Trial Balance, General Ledger, and exported report packets.
Billing, Mobile, And Staff Support
Billing and trials
Understand LedgerHQ Core, LedgerHQ + Tally, trial timing, enabled companies, and card collection.
LedgerHQ mobile app
Use client and accountant mobile workflows for company summaries, coding, requests, reports, settings, and support.
Staff admin and support
Use staff admin for tickets, chats, billing, platform controls, agent access, and support preview.
