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Profile & security

Your account, your company access, and a stronger sign-in.

38 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

  1. Profile & Security is under My Account in the left menu.
  2. It shows your account, the companies you can open, and how you sign in.
  3. Every sign-in asks for a second code. By default the code comes by email.
  4. For a stronger sign-in, “Set up authenticator app” — Google Authenticator, Microsoft Authenticator, Authy or 1Password. You also get 10 one-time backup codes.
  5. Forgot your password? “Forgot password” on the sign-in page emails a link that works once, for one hour.

What the video says

Every word, written out

Profile and security. It is under My Account, in the left menu.

It shows your account, the companies you can open, and how you sign in.

Every sign in asks for a second code. By default, the code comes by email.

For a stronger sign in, set up an authenticator app. Google Authenticator, Microsoft Authenticator, Authy, or 1Password. You also get ten one-time backup codes.

Forgot your password? Forgot password, on the sign in page, emails a link that works once, for one hour.

Keep going

The five doors LedgerDock is five steps, in order. This is the map. Watch 1:08 Bank feeds Connect a bank once. Its transactions come in by themselves — you choose when they enter the books. Watch 1:07 Transactions A commit is one batch of work. Open it, check every line, finalize it. Watch 0:57

Try it on your own books. One set of books is free.

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